Skip to content

Conscious Investment Services Independent RIA · Fiduciary · San Diego

Approach Sustainable Investing Planning About Insights Schedule a Call

404

That page isn’t here.

The link may be old or mistyped. Here is the way back.

Home Insights Schedule a call

Planning, Management and Sustainable Awareness

An independent, fiduciary registered investment adviser in San Diego, California, working with clients locally and virtually.

Explore

Home Approach Sustainable Investing Planning Who We Serve About Scott Insights Schedule a Call

Get in touch

scott@consciousinvserv.com

San Diego, California

Schedule a Call

Client login

Accounts are held at Interactive Brokers, our custodian. Log in there to view statements, holdings, and tax documents. This site never asks for your brokerage credentials.

Interactive Brokers login →

Conscious Investment Services, LLC is a registered investment adviser in San Diego, CA. We may only transact business in states where we are registered or exempt from registration. This website is for general information only and is not an offer of securities or personalized advice. Sustainable, ESG, and values-aligned strategies can limit diversification and may perform differently than the broad market. Past performance does not guarantee future results. Investing involves risk, including the possible loss of principal. Nothing on this site constitutes a recommendation to buy or sell any security. Review our Form ADV and our Form CRS.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

© 2026 Conscious Investment Services, LLC Firm CRD 297231 Form ADV / IAPD