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2827 Spafford Street Suite B2 Davis, CA 95618

(855) 728-7285
paul.romo@impactfinancialadvisors.com
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 "What counts in life is not the mere fact that we have lived. It is what difference we have made to the lives of others that will determine the significance of the life we lead."

- Nelson Mandela

“A life is not important except in the impact it has on other lives.”

- Jackie Robinson

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Your Goals.  Your Values. Our Expertise.

At Impact Financial Advisors we work with passionate professionals who are living busy lives, helping to guide their financial decisions to reflect their deeply held values.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Establishing</span>

Establishing

For those just getting started, we help you establish strong roots and the habits you need to focus on for long-term success.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Advancing</span>

Advancing

Success has made career and family life enjoyable, but more complex. You value the advice of professionals who can prune your branches for continued growth.

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Transitioning</span>

Transitioning

We guide you through the critical decisions to assure your retirement is comfortable so you can shift your focus towards enjoying your family, friends, and community.

Meet the Team

Paul Romo

Paul Romo, CFP® FSCP®

President/Founder

(855) 728-7285 ext. 2

Thomas May

Thomas May, CRPC® CLTC®

Associate

(855) 728-7285 ext. 7

Shawna Judkins

Shawna Judkins

Client Services Manager

(855) 728-7285 ext. 3

"These guys are fantastic! Paul Romo has been my advisor for over 15 years and has helped me through to success in many situations over the course of my career. Thomas May is absolutely the expert you need to consult with for Long Term Care policies. Both are highly recommended!"

- Keith H.

Keith H. is a client of the advisor. There has been no compensation paid of any type or kind in exchange for the statements provided. No material conflicts of interest exist arising from the relationship between the advisor and Keith.

"Impact Financial Advisors has been nothing but great to us. My wife and I have known we need some help/ guidance with our retirement plan full finical stability as well as create a working path for generation wealth. What works for everyone is different and everyone's plan is very unique to them and their situation. We have been and will continue to work with Thomas, he is very detailed and communitive. He has and continues to be a great asset for us, and our ever changing road map of life.
Have recommended and will again, to anyone looking for help."

-Drew S.

Drew S. is a client of the advisor. There has been no compensation paid of any type or kind in exchange for the statements provided.  No material conflicts of interest exist arising from the relationship between the advisor and Drew S.

"I worked with Thomas May and it was an absolute pleasure dealing with someone so professional. Very knowledgeable, friendly, precise in his communication, responsive and helpful without ever being insistent. His experience and help made a big difference. Highly recommended."

- Art K.

Art K. is a client of the advisor. There has been no compensation paid of any type or kind in exchange for the statements provided.  No material conflicts of interest exist arising from the relationship between the advisor and Art K.

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