ImpactFI

About ImpactFI

ImpactFI is a registered investment advisor specializing in wealth management for employees receiving equity compensation and investors seeking sustainable investing. Based in California, the firm offers guidance on stock options, RSUs, and executive compensation while aligning portfolios with clients' values and impact goals. Their approach combines Modern Portfolio Theory with personalized investment strategies, tax considerations, and risk awareness for tech-industry professionals and other equity-heavy clients.