Impact Financial Advisors

I left with a clear understanding of our financial portfolio and a stronger plan for our future which gives us great confidence.

Very knowledgeable, friendly, precise in his communication, responsive and helpful without ever being insistent.

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.

I ended up telling all my siblings to go to him, so he's basically looking out for me and my siblings.

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.

Thomas May was recommended to me by a coworker and he was extremely helpful at teaching me about and helping me find disability and life insurance.

Communicative & effective service ✅ Positive Responsiveness, Quality, Professionalism, Value

In my line there are countless interactions with professionals from all over the country.

As someone new to understanding IRA, Paul Romo and his team explained my options thoroughly and was friendly and helpful throughout the whole process.

Several of my estate planning clients both in the Sacramento Valley and San Francisco Bay Area work with Paul Romo at Impact Financial Advisors and have been extremely happy with Paul's financial expertise, professional manner and responsiveness to clients' needs.