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21 Miller Alley, Suite 210, Pasadena, CA 91105
Yes
University of Pittsburgh, Bachelor of Business Administration (B.B.A.), Finance, General
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Patrick has been our financial advisor for years and we couldn’t be happier with his advice, his personal care and knowledge. We have always felt very comfortable and confident that he has the best interest for our finances, while investing in clean and renewable energy and good ethical companies. He’s also help us set up our will and trust and our retirement accounts so we feel better about our family’s financial future. I can not recommend Patrick and Impact Fiduciary enough.
We’ve been working with Chris as our fiduciary financial advisor, and the experience has been outstanding. Chris truly listens to our financial goals and provides clear, tailored advice that aligns with our family’s needs. He explains everything in a way that’s easy to understand, and we never feel pressured into making decisions. His knowledge, professionalism, and dedication to helping us build a stable financial future are invaluable. We highly recommend Chris to anyone looking for trustworthy, personalized financial guidance.
I have been working with Chris at Impact Fiduciary for about a year now, and am really pleased with not only the financial outcomes, but also the level of care, kindness, and professionalism in his approach. I really appreciate all the tools that have been passed along to me and the personalized plans and guidance. I feel listened to and have learned a lot about personal finances, at all levels. I also am glad to know that my investments are aligned with my values and that I can trust where my dollar is going. I am happy I chose Impact while searching for a fiduciary, and would highly recommend!
It’s been a joy working with Chris. There is clear communication and trust in our meetings. He makes you feel confident and safe about your decisions while trying to move the needle forward, maximizing your earning potential. After all he’s a fiduciary or wizard so he’s sworn by law (or magic) to protect your assets at all costs. My husband and I are very happy with our progress and only wish we met with him sooner. Anybody would be lucky to work with him and ultimately call him a friend.
Chris is so knowledgeable and fun to work with. What could be an overwhelming and intimidating process is easy and accessible thanks to his insight. We’ve also seen meaningful growth in the short period we’ve been with Impact. Can’t recommend enough!
Worked with Chris M. for almost 2 years and he was able to get my finances on track. From student loans to side-job income, he made it easy to put together a plan to make the most of my money – 10/10
Our experience with Chris Mastro and his team at Impact Fiduciary has been excellent. Chris is knowledgable, thorough and insightful, and we’re very happy with the holistic approach he’s taken to building a long-term financial plan with us. Chris is also an excellent communicator — we’ve never felt uncomfortable asking him a question, and appreciate that he is always happy to dive into anything we want to explore. It makes such a difference, and we’re so happy with the progress we’ve made. We look forward to working together with Chris for a long time to come.
Working with Chris has been fantastic from day one – highly recommend! He has a wealth of knowledge in his field and shares this knowledge in a kind, helpful way. Every meeting with Chris felt productive; we made so much progress on my financial goals in such a short time. Thank you, Chris!
In the couple years I’ve been working with Patrick Dinan, his guidance and expertise have increased my wealth and given me a roadmap for continued growth. He is also simply a pleasure to work with, explaining complex concepts without condescension and always with a sense he genuinely cares about a plan that is right for my specific goals.
I interviewed about 8+ financial advisors or attorneys (for estate planning) over the past couple of years and after every meeting, there was always doubt in moving forward based on the interactions.
[ Enter Chris with Impact Fiduciary ]
Our initial meeting with Chris was unlike any other meeting; there was no pressure, he accurately reflected our priorities, was entirely patient and present with all of our questions, and knowledgeable in a unique way that was empathetic to our needs. He’s also astute in the questions he asks to help us analyze our goals and needs.
My husband and I have made more progress working with Chris these past 5 months than we have in the past 5 years! I’m elated to have SO MANY tasks and goals completed with Chris’ help – it’s been a massive weight off my shoulders and we FINALLY feel good about our financial state. With Chris, we feel like we have an ally for our financial questions, goals, and planning. Everything from putting together a plan to reach our goals, evaluating our ever-changing financial situation, and setting up a trust, estate plan, setting up our will and advanced health care directive. Note: while Impact Fiduciary doesn’t handle the estate planning/will/health care directive directly, they partner with a business who’s much more affordable than working with an attorney (by a significant amount, based on what average attorneys charge).
Chris is also incredibly organized in his follow ups, he’s responsive and accessible, willing to walk through complicated processes/set ups together, and always happy to hop on a call to chat through questions that come up. Their full suite of services are well worth the money to manage your finances. They also offer sustainable investing – which is the icing on the cake! We fully support, recommend, and encourage you to work with Impact Fiduciary.
I cannot recommend working with Impact Fiduciary more, specifically with Chris Mastro, who took my wife and I on with such a thoughtful and thorough approach that we knew we were in good hands.
After an initial meeting and on-boarding, Chris assessed our current situation, our needs and — most importantly — our goals and worked to get us on a path that would achieve them. He does his research with precision and familiarizes himself with whatever it is that excites us as investors, while also having our best interests at heart when it comes to risk assessment and short-to-longterm growth.
Chris is knowledgable, responsive and makes himself available in every way; a one of a kind advisor that has given us full faith and trust in Impact as an institution. Do yourself a favor and take the leap — you won’t be sorry.
I don’t want my financial well-being to depend on the market performance of companies that contradict my personal values. Impact Fiduciary’s emphasis on environmental sustainability and avoidance of investments that create harm aligns with my values, reflects how people’s priorities are changing; while also delivering good returns.
Additionally, the Impact Fiduciary team excels in customer service. As someone new to investing and long-term financial planning, I need some hand-holding. I have personally experienced great support from Patrick, who has been available, reliable, and encouraging every step of the way. Patrick educates me on sound financial decisions with patience and good humor. I’ve heard similar rave reviews from my friends who work with Chris.
I’ve been with Impact Fiduciary since 2018 and am completely satisfied. I recommend that you contact Impact Fiduciary yourself, to experience their excellent service firsthand and see if they’re a good fit for you!
So grateful to Chris Mastro at Impact Fiduciary for assisting me in getting my finances in order. I was overwhelmed and on the fence about talking to a financial planner, but the process has been nothing but seemless and empowering.
He has helped me roll over and set up multiple new accounts, literally walking me through every step with ease. He has been managing my portfolio and I have already seen a substantial increase with my investments in only a few months.
He has given me great advisement based on my lifestyle/needs and has supplied helpful tools and resources that have given me such structure and security in managing all of this. He is professional, but also personable, which really creates a relaxed, trusting working relationship. I would highly recommend Chris to anyone looking to balance, budget and improve their financial investments!
Chris helped us craft a financial plan that suited our specific needs. We felt like he listened to what was important to us and every step of the way made sure we understood what we were doing. Chris is diligent, knowledgeable and professional. We are so grateful we have a trust set up now and our investments are easy to track. My wife and I are thrilled and would highly recommend working with Chris and Impact if you are looking for an exceptional financial advisory team with a personal touch.
I’ve been working with Patrick for a few years and would recommend him highly. He’s trustworthy, insightful, and patient. So glad I found him.
I’ve been collaborating with Chris Mastro from Impact Fiduciary for nearly a year now, and I’m consistently impressed by his patience and clarity. Being in my late 20s, I’m still fairly green when it comes to investing. However, Chris has a way of making the entire process less intimidating, always taking the time to break down any queries I may have.
He consistently provides valuable insights, making it easier for me to understand how to grow and conserve my finances. His expertise has not only enhanced my experience with investing but has also allowed me to gain confidence in this area. Overall, I highly value Chris’s guidance in my investment journey.
My husband and I have been working with Chris Mastro at Impact Fiduciary for the past year and it has completely empowered us and given us a clear vision for our future. We can’t say enough great things about the experience!
Chris is incredibly personable, knowledgable, and attuned to our goals. From the get-go, he took the time to understand our nuanced income picture, risk tolerance, short and longterm financial dreams — plus our lifestyle and interests — and built a growth plan specifically for us. He’s great at explaining each step in the process and will deep dive on any new investment avenues we’re intrigued by to lend his expert advice.
I love that Impact Fiduciary cares about ethical, sustainable investment geared toward growth. We leave each meeting feeling inspired and with forward momentum.
I’m so glad to have Chris in our corner and would recommend working with him to anyone who wants to get excited about their future and make their dreams a reality.
Patrick and his team at impact fiduciary are great, honest and trustworthy. Ive been a client for 4 year with many more to come.
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