Impact Financial Advisors

Impact Financial Advisors is a wealth management firm in Davis, CA, located at 712 5th St Suite A. The firm serves passionate professionals by guiding financial decisions that reflect their personal values. Services include establishing strong financial habits for those just getting started, pruning branches for continued growth for those with complex career and family lives, and guiding clients through critical retirement decisions to ensure comfort. The office operates Monday through Friday from 9:00 AM to 5:00 PM and is available by appointment on Saturdays and Sundays. Clients can reach the firm at (855) 728-7285.

The firm utilizes a team approach to provide diverse perspectives from individuals with different backgrounds and education. The process begins with in-depth conversations to identify a client's values, goals, and concerns, which are then used to develop and implement a customized, written action plan. This proactive strategy aims to address financial objectives and prepare clients for potential risks. The team includes President and Founder Paul Romo, who has been in financial advising since 2006, and Director of Client Services Shawna Judkins. Paul Romo holds the designations CFP®, ChFC®, CRC®, and FSCP®.

Impact Financial Advisors has an established track record built on a large base of 712 customer reviews and maintains a 4.70 rating. The firm is known for its strong local reputation and its focus on building long-term, trusting relationships with clients in Davis.

BizScoreAI awards Impact Financial Advisors a technical score of 85 out of 100, ensuring the website is secure and indexable so search engines can read it without errors. The firm holds a discoverability score of 75 out of 100, allowing AI crawlers to find every page of the site as a necessary step for potential recommendations. Additionally, the business ranks number 2 of 3 Wealth Management businesses that BizScoreAI has scored in Davis.