Patrick Dinan
CFP®, CSRIC®
Impact Fiduciary
Financial Advisor
Patrick Dinan
CFP®, CSRIC®
Impact Fiduciary
Financial Advisor
My goal is to help you take control of your financial life while investing in a better world. - Patrick Dinan, CFP®, CSRIC®
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 offering sustainable investment solutions. Impact Fiduciary provides comprehensive and objective financial planning and sustainable investment options to help Gen Xers and technology professionals 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.
Patrick Dinan, CFP®, CSRIC®, is a fee-only financial advisor and the Founder of Impact Fiduciary in Los Angeles, CA.
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 a seasoned advisor with over fifteen 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 Glendale in North East 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 a 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
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Patrick Dinan is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Patrick Dinan is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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Patrick Dinan is a Member of the XY Planning NetworkThe 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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Patrick Dinan is a Chartered SRI Counselor™ (CSRIC™)Individuals who hold the CSRIC™ designation have completed a course of study encompassing the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable, responsible, and impact (SRI) investing. This program was developed in partnership with US SIF, The Forum for Sustainable and Responsible Investment -- the leading voice advancing sustainable, responsible, and impact investing across all asset classes in the United States. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.
Contact Patrick Dinan
Office Locations:
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500 N Brand Blvd
Suite 2000
Glendale, CA 91203
