Patrick Dinan (CFP®, Chartered SRI Counselor™)
Patrick Dinan focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
Planning Specialties
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 sixteen 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.
Personal Story
My wife and I met in Pittsburgh before moving to the west coast. After spending the past fourteen years in California, we’ve rounded out most of the major cities including San Diego, San Francisco and now reside 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.
NAPFA Start Date
June 22, 2017
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