Patrick Dinan (CFP®)

Patrick Dinan focuses in the
following client markets or areas of practice:

  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Corporate Executives
  • Entrepreneurs
  • Financial Psychology/Coaching

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 twelve 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 decade in California, we’ve rounded out all the major cities including San Diego, San Francisco and now reside in Atwater Village 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

Industry Start Date

June 01, 2005

This Office

1207 Tyler St Glendale, CA 91205 Phone: (858) 699-6577