ImpactAdvisor LLC

ImpactAdvisor LLC 2415 San Ramon Valley Blvd, Suite 4384 San Ramon, CA 94583 www.impactadvisorllc.com 33 years of investment expertise. Over 20 years as California Certified Public Accountant (CPA). Over 25 years as California Certified Financial Planner (CFP). CPAs and master's in tax law and financial investments. This is what makes our team of Certified Financial Planners (CFP) seasoned professionals. They have extensive experience in advising individuals, families, and businesses on their investment strategies. They have assisted clients in investing their retirement funds and managing investment portfolios for tax optimization. Tax optimization maximizes your return on investment. Tax optimization is the most difficult investment success variable to achieve. We show you how, instead of leaving you to figure it out on your own. By comprehensively customizing your desired outcome to your personal retirement goals and financial objectives, we keep tax optimization simple. This involves eliminating unnecessary expenses layers/middlemen that take fees and commissions. Our financial advisors have earned the CFP designation. They are bound by fiduciary duty. This is different from having an investment advisor or stockbroker that is not a fiduciary. As fiduciaries, financial advisors are obligated to act in the best interests of their clients. With that said, you can rest assured that your investments align with your investment priorities. Our state-of-the-art software allows us to eliminate several layers of expenses and fees for better after-tax performance. The cost savings...