
Impact Fiduciary
Impact Fiduciary is a Pasadena-based, fee-only wealth management firm that specializes in sustainable investing and comprehensive financial planning. Founded by Patrick Dinan, CFP®, CSRIC®, the firm is committed to acting as a fiduciary at all times, ensuring clients receive unbiased, commission-free advice. Their services cater particularly to tech professionals, simplifying complex financial elements such as stock options, RSUs, 401(k)s, IRAs, and Backdoor Roth strategies. By aligning investment strategies with clients’ values, Impact Fiduciary helps individuals optimize their compensation, invest purposefully, and work towards financial independence.
3436 Madera Ave, Los Angeles, CA 90039