Manager Profile

personal financial advisor petaluma sonoma County

Dale Wannen, MBA

Dale is the founder and lead advisor of Sustainvest Asset Management LLC. He has over 20 years experience in wealth management and financial services with a distinct commitment to sustainable investing for 15 of those years. Prior to Sustainvest, Dale was a portfolio manager specializing in ESG investment strategies and shareholder advocacy.

After growing up in southern New Jersey, Dale decided to head west in 2002 and now makes the bay area his home.  He has an MBA in Sustainable Management from Presidio Graduate School in San Francisco and a B.A. in Economics from Rowan University and currently is a volunteer with Mentor Me Petaluma and the founder of Green Drinks Petaluma. He also currently sits as a Board of Director of non-profit Stewards of the Coast and Redwoods and is a investment committee member of the Sonoma County Community Foundation.

Outside the office, Dale and his wife live in Petaluma and try to keep up with their two active children.