Patrick Dinan

CFP®

Impact Fiduciary

Financial Advisor

Patrick Dinan

CFP®

Impact Fiduciary

Financial Advisor

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Patrick Dinan, CFP®

(858) 699-6577

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

Patrick Dinan is a Los Angeles, CA fee-only financial planner. Impact Fiduciary provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Patrick Dinan is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

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

Patrick Dinan is a Member of the National Association of Personal Financial Advisors

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.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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.

  • XY Planning Network
    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.

Contact Patrick Dinan

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Office Locations:

  • 3436 Madera Ave
    Unit 1
    Los Angeles, CA 90039

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