Local financial advisor Sam Solgan receives first major certification dedicated to sustainable investing


Sam Solgan, LPL Financial Advisor with Bay Federal Credit Union Investment Services, has always been passionate about helping the environment and supporting social causes close to his heart. After ten years as a Chartered Financial Advisor, he found a professional designation dedicated to aligning that passion with helping clients achieve their dreams of making an impact on the world while planning for their future.

In June 2021, Sam obtained his Chartered SRI Advisor (CSRIC) designation, the first major financial designation entirely dedicated to sustainable investing. This designation identifies Sam as a finance professional who has the experience, knowledge and situational awareness to help clients invest in what are known as Sustainable, Responsible and Impact Investing (SRI).

SRI is an investment discipline that takes into account environmental, social and corporate governance (ESG) criteria to generate competitive long-term financial returns and a positive impact.

As of September 2021, only 73 advisers had achieved the designation in the state of California. Sam is the current only one with the designation in the three counties region of Santa Cruz, Monterey and San Benito.

“I was very excited to get this CSRIC designation not only to broaden my existing investment skills, but also to have the opportunity to educate our clients on their options,” Sam said.

SRI investing allows our clients to integrate their values ​​and their raison d’être into their investment portfolio strategy while measuring the impact of these investments over the long term.

– Sam Solgan

Sam joined the Bay Federal Credit Union in 2013 to provide financial education to his local community. Bay Federal Credit Union partners with LPL Financial, a premium broker-dealer organization, to provide holistic financial and lifestyle planning for individuals and families.

Sam’s CSRIC designation is another way for Sam to connect with his clients. As a first generation immigrant, Sam also strives to be his clients’ financial translator by breaking down financial jargon into easy-to-understand terms so that he and his clients can make more informed financial decisions together.

It made sense for Sam to get a designation in SRI investing, as it matched Sam’s heart and passion perfectly. Sam’s LPL Program Director at Bay Federal Credit Union Investment Services Tonée Picard, Vice President Executive Director of Development, agrees.

“Sam’s enthusiasm and passion for sustainable investing is evident not only in helping our clients achieve and pursue their financial goals, but also in trying to make our community and the world a better place,” said Toned.

When asked why he’s so passionate about this particular initiative, Sam remembers one of his favorite quotes.

“As Mahatma Gandhi once said, ‘Be the change you wish to see in the world.'”

Those interested in meeting Sam or the rest of the Investment Services at Bay Federal Credit Union team can visit https://www.bayfed.com/products-services/investment-services/socially-responsible-investing for more information or contact 831.479 .6000 (888.4BAYFED), ext. 595.

LPL Financial is the nation’s leading provider of third-party investment services to banks and credit unions, providing insurance and investment services to approximately 800 banks and credit unions nationwide. * LPL provides support personalized, robust and integrated technology platform, investment solutions and resource management practices that enable objective financial advice to be provided.


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