A few years ago, after receiving an inheritance, I spent a great deal of time researching and interviewing fiduciary financial planners. Since we had never needed one before, my husband and I wanted to be sure we were making thoughtful decisions for our future. We ultimately chose Patrick, and we couldn't be happier with that decision. His focus on sustainable investing made him stand out even more and aligned well with our values. Patrick is not only highly knowledgeable and professional, but also approachable, thoughtful, and easy to talk with. Nearly three years later, we remain extremely pleased with both his guidance and the results. The addition of Rachel Strong to the team has been another positive development. She has been wonderful to work with as well, and together they provide outstanding service and support. read more

My husband and I were looking for a financial advisor after years and years of trying to manage it on our own. We needed someone we could trust, that can help organize our finances, set up some estate planning, and overall improve our financial literacy. We're so happy to have found Impact Fiduciary and to work with Chris whose always made sure we are set up for success. He's extremely knowledgable and patient in walking us through what financial decisions need to be made, and exactly what we sign up for as we look into certain investments. He's great at keeping up with us, even when we tend to lose sight of our goals or meetings. We've been fortunate to see a lot of growth after working with Chris, and it's assuring knowing we're investing with those who have similar values as us. Looking forward to working with them for years to come! read more

Before working with Chris, I wasn't sure whether a secure financial future was something I could realistically achieve. I read books, watched online videos, and tried to piece things together on my own, but without real‑life guidance, I always felt uncertain and overwhelmed. Over the past year, Chris has completely changed that experience for me, and I can't overstate how optimistic I now feel about my financial future. Our meetings never feel rushed, and Chris gives me the space to ask questions and talk through my concerns without ever making me feel judged. He takes the time to truly understand our financial situation, and he approaches every conversation with a pleasant, sociable energy that immediately puts me at ease. What I appreciate most is how encouraging and empowering he is. He helps me understand why certain choices matter and how they fit into the bigger picture. He regularly walks us through different possible outcomes based on our evolving goals and plans, which makes the future feel less intimidating and far more within reach. Chris combines expertise with genuine care in a way that's rare to find. If you're looking for someone who listens, supports, and guides you with patience and clarity, he's the person you want in your corner. read more

Patrick and the Impact Fiduciary team are exactly what we were looking for -- knowledgable, patient, and trustworthy. Financial planning isn't an easy or comfortable conversation, but Patrick and his team make the entire process from start to finish feel just that. They are everything we were hoping for and more, I HIGHLY recommend Impact Fiduciary and we look forward to continuing working with them long-term. read more

Patrick has been our financial advisor for years and we couldn't be happier with his advice, his personal care and knowledge. We have always felt very comfortable and confident that he has the best interest for our finances, while investing in clean and renewable energy and good ethical companies. He's also help us set up our will and trust and our retirement accounts so we feel better about our family's financial future. I can not recommend Patrick and Impact Fiduciary enough. read more

We would recommend Patrick to anyone. Detail-oriented, warm, thorough, just very, very helpful overall in estate planning, preparing for retirement, etc.. We feel grateful to have connected with him. read more

Chris has been so helpful in organizing my finances and helping my mom understand her retirement. I feel so much more confident and supported in what are usually very stressful decisions. I can't recommend Chris and impact fiduciary enough! read more

Worked with Chris M. for almost 2 years and he was able to get my finances on track. From student loans to side-jobs income, he made it easy to put together a plan to make the most of my money - 10/10 read more

I found Impact Fiduciary by looking for "fiduciary" in LA and reading the good reviews here! I was paired with Chris Maestro, and let me tell you, this was one of the best decisions I've ever made for my finances. I wanted to work with someone who would be able to help me figure out how to budget based on a few goals: 1) saving for retirement as I had been slacking over the last few years because 2) I had a lot of credit card debt and 3) was unsure how much to put towards each as the clock was ticking. Chris was so helpful and met me where I was at with my current spending habits. From the first initial consultation, I felt like I could trust him and Impact. What's more, I didn't realize how important it is for me to be investing responsibly with companies that care about the world's future until Impact explained to me what Impact Investing even was. Chris followed a thorough, step by step plan to take care of my immediate goals and help me get on track with my financial budget. What's more, their option for those without a huge net worth is entirely affordable compared to other firms in LA (I did some research on some of the tops you see here on Yelp and Impact's is comparable or lower). I highly recommend meeting with a fiduciary over a financial advisor so you don't have to worry about whether the advice you're receiving is on commission, and choose Impact because Chris is a dream to work with! I now feel in control of my financial future all thanks to them. read more

I interviewed about 8+ financial advisors or attorneys (for estate planning) over the past couple of years and after every meeting, there was always doubt in moving forward based on the interactions. [ Enter Chris with Impact Fiduciary ] Our initial meeting with Chris was unlike any other meeting; there was no pressure, he accurately reflected our priorities, was entirely patient and present with all of our questions, and knowledgeable in a unique way that was empathetic to our needs. He's also astute in the questions he asks to help us analyze our goals and needs. My husband and I have made more progress working with Chris these past 5 months than we have in the past 5 years! I'm elated to have SO MANY tasks and goals completed with Chris' help - it's been a massive weight off my shoulders and we FINALLY feel good about our financial state. With Chris, we feel like we have an ally for our financial questions, goals, and planning. Everything from putting together a plan to reach our goals, evaluating our ever-changing financial situation, and setting up a trust, estate plan, setting up our will and advanced health care directive. Note: while Impact Fiduciary doesn't handle the estate planning/will/health care directive directly, they partner with a business who's much more affordable than working with an attorney (by a significant amount, based on what average attorneys charge). Chris is also incredibly organized in his follow ups, he's responsive and accessible, willing to walk through complicated processes/set ups together, and always happy to hop on a call to chat through questions that come up. Their full suite of services are well worth the money to manage your finances. They also offer sustainable investing - which is the icing on the cake! We fully support, recommend, and encourage you to work with Impact Fiduciary. P.S. A lesson learned the hard and expensive way: if companies offer you a one-time fee to set up a financial plan, please be cautious of the pros/cons with that option. A one-time financial plan is only good for a moment in time and your financial situation will likely change rendering the plan useless - at least it was for us almost immediately. It would have been more worthwhile for us to invest that money with Fiduciary Impact sooner than throw $3.5K away with this other company. read more

Chris is so knowledgeable and fun to work with. What could be an overwhelming and intimidating process is easy and accessible thanks to his insight. We've also seen meaningful growth in the short period we've been with Impact. Can't recommend enough! read more

Chris helped us craft a financial plan that suited our specific needs. We felt like he listened to what was important to us and every step of the way made sure we understood what we were doing. Chris is diligent, knowledgeable and professional. We are so grateful we have a trust set up now and our investments are easy to track. My wife and I are thrilled and would highly recommend working with Chris if you are looking for an exceptional advisor. read more

I have been working with Patrick for around 4 years now. My portfolio in that time has grown by 5x. Patrick helps me form financial goals and stay on track to accomplish them. Something that can get lost in the daily shuffle of owing multiple companies. I dont trust or like many people. I trust and like Patrick. read more

My husband and I have been working with Chris Mastro at Impact Fiduciary for the past 9 months and it has completely empowered us and given us a clear vision for our future. We can't say enough great things about the experience! Chris is incredibly personable, knowledgable, and attuned to our goals. From the get-go, he took the time to understand our nuanced income picture, risk levels, short and longterm financial dreams -- plus our lifestyle and interests -- and built a growth plan specifically for us. He's great at explaining each step in the process and will deep dive on any new investment avenues we're intrigued by to lend his expert advice. I love that Impact Fiduciary cares about ethical, sustainable investment geared toward growth. We leave each meeting feeling inspired and with forward momentum. I'm so glad to have Chris in our corner and would recommend working with him to anyone who wants to get excited about their future and make their dreams a reality. read more

Are you looking for an amazing, friendly, warm, knowledgeable, thorough financial planner like I was about a year ago??? If so, please reach out to Patrick and Impact Fiduciary asap! Patrick's support and guidance has exceeded my expectations at every step. Patrick gave direct support with investment allocation, provided concrete retirement planning advice and projections, gave a lot of valuable guidance for a first-house purchase, and moved many of my investments to more socially-responsible, sustainable investments. I've gained approximately 100% more confidence and organization in my financial strategy due to Patrick's expertise and guidance. Soooo worth reaching out to him - do it now! :) read more

It's been a real pleasure working with Patrick over the last few years. He's honest, knowledgable, and very patient. I really appreciate his guidance and feel confident in my financial future. Highly recommend! read more

In the couple years I've been working with Patrick, his guidance and expertise have increased my wealth and given me a roadmap for continued growth. He is also simply a pleasure to work with, explaining complex concepts without condescension and always with a sense he genuinely cares about a plan that is right for my specific goals. read more

I highly recommend signing on with Patrick and Impact Fiduciary! I have been consulting with Patrick regarding my finances and life planning for a year now. I had originally found Impact Fiduciary here on Yelp, was looking for someone local and trustworthy. I'm happy to pass along my recommendation along with the others who have also said great things! During my first consultation with Patrick, I found him very personable, easy to understand and could tell he was looking for the things that would be important to me. I appreciate Patrick's fresh look at sustainable investing. Over the past year, Patrick has helped me to better allocate my 401k investments, review my real estate investments and future plans, make smarter investments with my savings and also has helped me evaluate an expat move to Sweden and buying international real estate. Though Patrick is not an expert in the global markets, he was quick to help me to research as I navigated the move and change in job/housing/currency/etc. In working with Patrick, I can trust that he's looking out for my best interest, keeping me accountable and setting me up to be financially independent quicker than I would have on my own. With a background in IT and growing up in the digital age, I also appreciate the modern technology and tools Patrick utilizes. It makes it very easy to communicate and keep a pulse on everything while I am abroad! read more

I've been working with Patrick for six years. When we first started he helped me get set up with the boring, complicated but essential foundation: an estate plan and life insurance. He then held my hand through my first house purchase. And since then has been providing ongoing advice on investments and tax. Throughout the process he's given advice that is easy to understand, pragmatic and ethical in all respects. He understands and respects my preferences, so I feel in control, but he also helps me weigh pros and cons and does a great job pointing out gaps in my thinking. Cannot recommend him highly enough. read more

My husband and I had been muddling along on our own planning for retirement, doing the best we could. But we decided to get advice from a Certified Financial Planner. We found Patrick and Impact Fiduciary and he was just what we needed. He went through every aspect of our finances and savings and investments with us and gave us guidance, clarity, and specific plans for how to be ready to retire in the next year or so. He gave us specific guidance on investments, some tax planning ideas, and a financial plan going out many years into the future. He is pleasant to work with, he respected our ideas and questions, and we are very pleased with the financial plan that we now have. We feel more confident in our plans to retire and that's exciting! Thank you Patrick! read more

My husband and I have been working with Patrick for almost a year now. He's been very helpful in getting us to think critically about our finances and preparing us for the short and long term future. Both my husband and I felt a bit unequipped in thinking about our future before speaking to him and now we feel much more confident when it comes to financial security. When things come up he's always available to discuss and it's also reassuring to know he's looking out for our best interest. I definitely recommend him if you're looking for a financial advisor! read more

We've worked with Patrick for a little under a year and we feel really great on the financial path he helped to set us on. Once we finished paying off our student loans, we were a bit at a standstill on what to do next regarding our future. After speaking with Patrick about our financial goals, Patrick was able to take a look at our income and expenses and then asses our situation to give us a crystal clear roadmap on what steps to take. Patrick not only helped us figure out the money-aspect of our future, but also peace of mind regarding such things as life insurance to protect our children, power of attorney for legal purposes, and other scenarios. Given the uncertain times the COVID-19 Pandemic has brought to us all, we feel grateful that we were able to work with Patrick prior to all of this. It will definitely make any unforeseen financial storms easier to whether, and our future that much brighter. read more

Patrick was great to work with. As someone who was fairly ignorant when it came to organizing the family finances, Patrick walked me through all facets - trusts, life insurance, investment options, 401K allocation, IRAs, debt management, etc., with clarity and patience. He doesn't just leave you to fill out the all the necessary info on your own. He's there every step of the way so that by the end of our last meeting, everything was complete. Patrick is also generous with his time. We opted for the 4 meeting plan and for the fee charged it was more than worth the money.I will be recommending his services to others. read more

My husband and I have been working with Patrick for the past 4 months and he is great! I knew I wanted to switch to a feduciary after our last "financial advisor" left us high and dry in high cost mutual funds. Patrick is down to earth and very open about his investment strategies, which include sustainable options. He is knowledgeable, patient and dependable. If I have a question about something, he is quick to respond and provide plenty detail if we need it. He also helped us with estate planning and I feel confident that he will be there for us when we are ready to buy property or make other investments. Thank you Patrick! read more

Wonderful support and guidance! Patrick was extremely helpful when it came to our financial planning. He was proactive and highly engaged. He did an intake and really listened to our current state, our needs and our future goals. He put together a robust in-depth summary of our current financial portfolio and then an overview of what we could/should be focused on based on our needs and desires. He was always three steps ahead of us. He gave us some really good advice about estate planning and wills/trusts and he gave us some great referrals to add to our network for support. I would highly recommend Impact. It's customized to your needs and Patrick really makes the experience easy and enjoyable! read more

Patric is a great resource to help you navigate the confusing world of personal finance. Some areas he has helped guide me and my wife: 401k investments, life / disability insurance, college debt restructuring, and asset allocation. We have met with Patric over 20 times for guidance / realignment of our strategies, and feel very confident we will be able to retire before 50. read more

Patrick helped my wife and me organize our joint finances and draw up estate documents. His guidance gave us confidence to make some big decisions and get organized while doing so. He's also highly personable and responsive. Definitely recommend his services to individuals and couples looking for guidance on investing, setting up retirement accounts, and establishing financial goals. read more

Fantastic service and gives a lot of attention to detail! Patrick really dives into your financials and your life situation and provides you a plan not only to help your investments grow but also make sure that you and your family are protected at all times. Very sound financial advice with a very personal feel. Highly recommended!!! read more

Proactive, respectful and patient, Patrick Dinan of Impact Fiduciary has my best interests in mind as he helps me grow wealth and become a more confident money manager. Patrick honors my values and acknowledges my concerns in the areas of investing, developing and growing retirement savings, future planning, and cash management. He has a principled and pragmatic approach to sustainable investing, which was the primary reason I chose to work with him. He's been my encouraging, optimistic and thorough guide through the world of financial planning and investing for the past year - I look forward to continuing a fruitful working relationship with him for years to come. read more

Add me to the list of people who agree that Patrick is a five-star financial consultant. My wife and I signed on with him this spring when I was planning retirement, sale of our house, and a cross-country move. He's been incredibly easy to work with, very trustworthy, and has a gentle touch with his recommendations. He's managing my 457, 401, and ROTH IRA accounts for me, and it's taken a huge load off my mind. I know I'm in good hands and feel I've definitely made the right decision to work with him. I couldn't recommend him strongly enough. read more

It was so helpful talking to Patrick about our finances. In our initial conversation, he asked really insightful questions and listened closely. He then followed up with a presentation that broke down our financial pictures in an easy to understand way and explained his approach to investing. By no means am I an expert in this area, but he explained everything clearly and I walked away feeling like I had a good understanding of everything and felt totally comfortable with Patrick managing our investments. read more

We have worked with financial planners before but never quite felt that we were speaking the same language. Talking to Patrick was an immediate breath of fresh air. He was clear, patient, honest, and kind; it felt like he genuinely wanted to understand us and our values and priorities, and not just impose his own philosophies on us. Equally important is the fact that he didn't shy away from raising important issues about our spending habits and financial future. After just a couple of meetings with Patrick we already felt like we had a much better handle on our situation, goals, and obstacles than we have in years. Highly recommended! read more

Impact Fiduciary has been a great fit for our family's financial planning needs. Patrick is great to work with. He is easy going, friendly, extremely knowledgeable and really helped to guide us and understand all of the decisions we were making. He is quick to respond and gives great service. Knowing he is a fiduciary was a big factor in choosing Patrick and Impact Fiduciary. We know he is looking out for our best interest and even after our very first meeting we knew that was definitely the case. I would recommend Patrick to anyone looking for someone they can trust to manage their personal finances. read more

Patrick was unbelievably helpful from day one. My husband and I started to work with Patrick the month after we got married and he helped us navigate merging policies, making wills, creating a plan to tackle student loan debt, and referred us to a tax accountant. He really looked at our individual financial situation and goals to find us the best solutions for us. He's incredibly personable and quick to respond to any additional questions we have outside of our scheduled meetings. Thanks, Patrick! read more

We have a one year old son, so it was time to get serious about our finances. Patrick is exactly who we needed to help us get organized. Patrick is a great communicator, always making sure we understand the ins and outs of what can seem like a very confusing financial picture. He has helped us organize our investments into funds that we believe in and are future forward. He's also helped us with life insurance and estate planning, and now we can breathe a sigh of relief that if ever something happened to us, our son will be taken care of. Every interaction we have with him is thoughtful and efficient, and I can't recommend him highly enough! read more

Had a fantastic experience working with Patrick. My hubby and I hired him for 5 months and he helped to get our retirement and savings plan in order. He helped us to decide how to strategize between paying off my doctorate student loans, saving for a home, and retirement. I loved that he wasn't beholden to any commission with his recommendations. He was smart, sincere, and timely with all of his recommendations. read more