Wealth Management With an Impact
For the San Francisco Bay Area & Beyond
ImpactFI is an independent, black-owned Registered Investment Advisor (RIA) specializing in supporting clients who receive equity compensation and who are interested in leveraging their good fortune as a force for good. We believe that making money and making an impact don’t have to be mutually exclusive. At ImpactFI we leverage the latest technology to deliver a high touch experience, customized strategies, tax efficiency, and accessibility. As a CERTIFIED FINANCIAL PLANNER® (CFP®), our founder is dedicated to putting client’s needs first and learning about who they are in order to develop the solutions that can mean the most in the long run.