Impact Fiduciary specializes in financial planning and sustainable wealth management. Patrick Dinan and Chris Mastro, both Certified Financial Planner™ professionals, work directly with each client to develop a customized plan tailored to their unique goals and circumstances. Common questions and concerns addressed: When can I make work optional? What should I do with my company RSUs or stock options? How should I be investing my money right now? What should I do with my inheritance or windfall? How much should I be saving for retirement or my kid's college? Should I buy or rent a home? How can I save money on my taxes? How much life insurance should I have? How should I approach estate planning?
Website: impactfiduciary.com
Phone: (323) 615-1427
Cross Streets: Between Hugus Aly and Bonham Aly
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21 Miller Aly, Ste 210 Pasadena, CA 91103 ·2179.64 mi
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Reviews
yelpA few years ago, after receiving an inheritance, I spent a great deal of time researching and interviewing fiduciary financial planners. Since we had never needed one before, my husband and I...
MoreMy husband and I were looking for a financial advisor after years and years of trying to manage it on our own. We needed someone we could trust, that can help organize our finances, set up some...
MoreBefore working with Chris, I wasn't sure whether a secure financial future was something I could realistically achieve. I read books, watched online videos, and tried to piece things together on...
MorePatrick and the Impact Fiduciary team are exactly what we were looking for -- knowledgable, patient, and trustworthy. Financial planning isn't an easy or comfortable conversation, but Patrick and...
MorePatrick has been our financial advisor for years and we couldn't be happier with his advice, his personal care and knowledge. We have always felt very comfortable and confident that he has the...
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