Stop Second-Guessing Your Financial Decisions
You don’t need more opinions — you need a clear plan.
We help individuals and families simplify complex finances, reduce uncertainty, and move forward with confidence.
or call 323-615-1427
20 minutes. No pressure. No obligation.
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“I love that Impact Fiduciary cares about ethical, sustainable investment geared toward growth. We leave each meeting feeling inspired and with forward momentum.”
Money decisions rarely feel simple — especially when life gets more complex.
Whether you’re managing equity compensation, planning for retirement, navigating an inheritance, or just feeling unsure if you’re “on track,” it’s easy to feel stuck between too many options and not enough clarity.
That’s where we come in.
We partner with you to create a clear, actionable financial plan that aligns your money with your goals — so you can stop guessing and start moving forward with confidence.
What Happens During Your Discovery Call
During your Discovery Call - In just 20 minutes, we’ll take a high-level look at your financial picture, talk through your goals, and uncover what may be missing or at risk.
Discuss Your Financial Picture - we’ll review what you’re currently doing and identify potential gaps or stress points.
See If We’re the Right Fit - no pressure, no obligation — just a conversation about your goals and how we can help.
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Comprehensive Financial Planning Services
• Retirement & Financial Independence Planning
• Investment Management & Portfolio Design
• Tax-Efficient & Sustainable Investing
• Equity Compensation & Employer Benefits
• Inheritance & Sudden Wealth Planning
• Ongoing Monitoring, Rebalancing & Reviews
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Why Clients Choose Impact Fiduciary
•Always a Fiduciary - We are legally and ethically obligated to act in your best interest — at all times.
•Fee-Only & Conflict-Free - No commissions. No product sales. No hidden incentives. Fee schedule.
•Purpose-Driven Investing - Align your portfolio with your values without sacrificing discipline or diversification.
• Evidence-Based Planning - We don’t time the market or chase trends — we build resilient strategies for the long term.
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Who We Work With
• Individuals & families with $400,000+ in investable assets
• Professionals planning for long-term financial independence
• Investors who value transparency, sustainability, and evidence-based advice
This ensures your time — and ours — is well spent.
Ready to Feel More Confident About Your Financial Life?
Most people wait until a decision feels urgent to seek clarity.
The reality? The best outcomes come from planning before uncertainty turns into stress.
A short conversation today can prevent years of second-guessing later.
Schedule a Complimentary Discovery Call
20 minutes. No obligation. Just clarity.
Trusted by employees at
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Frequently Asked Questions
Ready when you are.
We’d love to help you build a plan that supports your life — not the other way around.
Still have questions? | Visit FAQ
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Yes — our Discovery Call is simply a conversation to see if we’re a good fit.
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We partner with individuals and families who have $400k in investable assets.
View our Fee Schedule
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No problem — we’ll still point you in the right direction.
Location
21 Miller Alley, Suite 210
Pasadena, CA 91105
Hours by appointment only:
Monday – Friday 8am - 5pm
Saturday 8am - 10am
Phone
(323) 615-1427
