Patrick  Dinan

Patrick Dinan

| CFP®

Impact Fiduciary

(858) 699-6577

Contact Me

Fee-Only Financial Planner located in Los Angeles, CA and serving clients across the country using virtual meeting technology

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Sustainable Investing
  • Investment Management
  • Debt Reduction
  • Retirement Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Estate Planning
  • Employee Benefits

Website

Visit Us

3436 Madera Ave
Unit 1
Los Angeles, CA 90039

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Patrick Dinan is a Los Angeles, CA Fee-Only Financial Planner serving Los Angeles and clients across the country. Impact Fiduciary specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Patrick Dinan is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Professional Background

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.

My Story

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 patrick.dinan@impactfiduciary.com or click the following link to schedule a complimentary discovery meeting: https://impactfiduciarydiscovery.acuityscheduling.com

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Financial Planning

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. 

Investment Management

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.

Schedule a Meeting

I'm happy to meet virtually over video conference, in-person or over the phone. Please email me at patrick.dinan@impactfiduciary.com or click the following link to schedule a complimentary discovery meeting: https://impactfiduciarydiscovery.acuityscheduling.com

Read More...