Patrick Dinan, CFP^®

Impact Fiduciary LLC

500 N Brand Blvd, Ste 2000
Glendale, CA 91203-3304

FINANCIAL ADVISOR'S WEBSITE

www.impactfiduciary.com

(323) 615-1427 CONNECT WITH Patrick

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

As a fiduciary, we are a fee only advisor and never sell any products or generate commissions. We are directly compensated from our clients so we can avoid any conflicts of interest.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Patrick Dinan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Impact Fiduciary LLC in Glendale, CA and the surrounding communities.

Financial Advisor Overview

Like most clients we serve, you are probably busy with your career, your family, fitness and other passions. Financial planning may not be at the top of your to-do list. Our goal is to be your accountability partner in developing and executing your personalized vision. Over the long run, this will save you time, money, and unnecessary stress so you can focus on what's truly important to you. We are proud to focus on sustainable investing so you can align your values with your money while investing in a better world. Through our rigorous research and years of investing experience, we have found that successful investment strategies are well-diversified, disciplined and keep costs low.

Financial Advisor Experience

Originally from Pennsylvania, I have a bachelor's degree in finance from the University of Pittsburgh with a minor in English literature. I'm a CERTIFIED FINANCIAL PLANNER™ and seasoned advisor with over eighteen years of experience in the financial services industry. Prior to founding Impact Fiduciary, I was one of the first advisors at Personal Capital, a large independent firm, where I directly worked with over 300 clients and advised on more than $100 million of assets.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - CSRIC^®

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Government & Military, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Starting a Family, Sudden Wealth, Nontraditional Households

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

As a fiduciary, we are a fee only advisor and never sell any products or generate commissions. We are directly compensated from our clients so we can avoid any conflicts of interest.