Impact Fiduciary LLC
Patrick Dinan is a Los Angeles, CA financial advisor and investment manager. Impact Fiduciary LLC specializes in financial planning, sustainable investing, and retirement planning to help clients work towards their financial goals at all stages of life. Patrick Dinan is a fiduciary financial planner.
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 twelve 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.
Like most clients I 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. My 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.
I'm proud to focus on sustainable investing so you can align your values with your money while investing in a better world. I never use expensive and opaque mutual funds or try to time the market. Through my rigorous research and years of investing experience, I have found that successful investment strategies are well-diversified, disciplined and keep costs low.
My wife and I met in Pittsburgh before moving to the west coast. After spending the past decade in California, we’ve rounded out all the major cities including San Diego, San Francisco and now reside in Atwater Village in Los Angeles. When I’m not advising clients, you can find me at one of the local parks or beaches with my two young daughters. I love swimming in the open water and over the years I’ve escaped from Alcatraz, swam under the Golden Gate Bridge and raced from San Diego to Coronado.
Schedule a Meeting
I'm happy to meet virtually over video conference, in-person or over the phone. Please email me at firstname.lastname@example.org or click the following link to schedule a complimentary discovery meeting: https://impactfiduciarydiscovery.acuityscheduling.com
Patrick Dinan's fiduciary obligation is governed by:
Impact Fiduciary LLC acts as a fiduciary at ALL TIMES. We serve only you and no one else. We do not receive any compensation or kickbacks for selling products like mutual funds, insurance, or annuities. It's hard to believe, but most advisors aren't registered as fiduciaries and legally aren't bound to act in your best interest. This means they can put you in a high-fee product with a higher commission, even when a lower cost alternative is available.
You may have read in the news recently that advisors now have to act as fiduciaries when working with clients. This isn't true. In 2018 new rules will be phased in so that advisors will have to act as a fiduciary on retirement accounts, unless you sign what's known as a Best Interest Contract Exemption that waives this obligation. Regardless, non-fiduciary and dually registered brokers can still put your savings outside of your 401k and IRAs in products that may not be in your best interest. You deserve better and should work with someone who will always put your interests first.
Learn Why Fiduciary Matters When Choosing a Financial Advisor:
- Sustainable Investing
- Retirement Planning
- Insurance Planning
- Debt Reduction
- Employee Stock Plans
- 401k and IRA Plans
- Retirees and Near Retirees
- Young Families
- Entrepreneurs & Business Owners
- Technology Professionals
- Sudden Money Situations
- In-Office Meetings
- Virtual Meetings
- No-Cost Initial Consultation
- Hourly Fee
- Monthly Retainer
- % of Assets Under Management
Professional Designations & Affiliations
Patrick Dinan is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Patrick Dinan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Patrick Dinan is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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