Trade Complexity for Clarity

Your Journey Starts Here!

Schedule a complimentary 20-minute Discovery Call

During your Discovery Call, you’ll meet with Patrick Dinan, CFP®, or Chris Mastro, CFP®, to discuss your current financial landscape, cash flow, balance sheet, and goals. We’ll also walk you through how we partner with clients, our services, and our transparent fee structure — so you’ll know exactly what to expect if you decide to work with us.

Book an appointment.

Schedule a complimentary 20-minute Discovery Call with Impact Fiduciary. No pressure, no obligation — just a conversation about your goals and how we can help.

Location

21 Miller Alley, Suite 210
Pasadena, CA 91105

Hours by appointment only:
Monday – Friday 8am - 5pm

Saturday 8am - 10am

Phone
(323) 615-1427