Impact Fiduciary - Pasadena, California

Marshall R.

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.

Melissa G.

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!

Kaylin Z.

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.

Zachary B.

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.

Jennifer B.

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.

Eric S.

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.

Austin F.

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!

Heather B.

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!