Trade Complexity for Clarity
Turn Your Tech Compensation Into Long-Term Wealth
Stock options, RSUs, and tax planning don’t have to be overwhelming. We help tech professionals like you unlock the full value of your compensation and build financial confidence.
Trusted by employees at
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Why Tech Professionals Choose Impact Fiduciary?
Equity & Stock Options → Maximize your RSUs, ISOs, NSOs, and ESPP
Tax-Efficient Planning → Keep more of what you earn
Investment Management → Align your portfolio with your goals and values
Retirement & Financial Independence → Plan today for long-term financial freedom
Sustainable Investing → Invest with purpose, without sacrificing performance
Who We Work With
We partner with individuals and families who have $400k+ in investable assets. This ensures we can deliver the level of personalized planning, investment management, and sustainable wealth strategies our clients value most.
Why Work With Us?
Fee-Only Fiduciaries → We never earn commissions or sell products
Specialized in Tech → Deep expertise in stock-based compensation
Aligned With Your Goals → We integrate your values into your wealth plan
Ready to Take Control of Your Equity?
Don’t leave money on the table. Get expert financial planning designed for tech professionals. Call us at 323-615-1427 or use the link below to schedule a complimentary 20-minute Discovery Call with Impact Fiduciary.
What our clients are saying
Location
21 Miller Alley, Suite 210
Pasadena, CA 91105
Hours by appointment only:
Monday – Friday 8am - 5pm
Saturday 8am - 10am
Phone
(323) 615-1427
