Paul Romo

President

(855) 728-7285 paul.romo@impactmyfuture.com

At Impact Financial Advisors, we work with successful professionals/business owners who lead busy lives and want their financial decisions to reflect what matters most to them.  We believe you are more important than your money.  Your finances are simply a tool that can be used to "IMPACT THE FUTURE" for yourself and causes that matter most.

Our process begins with an in-depth conversation about your life, priorities, and long-term goals.  From there, we identify the values, opportunities, and risks that shape your financial future

Using this understanding, we design and implement a customized financial strategy that integrates investment management, financial planning, and thoughtful decision-making.

The result is a written action plan designed to evolve with your life.  Our goal is to give you confidence so that you are prepared for the risks ahead and that your assets are positioned effectively and efficiently to pursue the future you envision.  

"We insure against what can go wrong in order to acquire the luxury of investing for what can go right." Simple Wealth, Inevitable Wealth; Nick Murray