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About

Impact Wealth Innovations is a full-service financial planning firm located in Fremont, California. As a national company, we are proud to serve the holistic needs of clients throughout the country.

Our customer-first, community-focused firm specializes in college and retirement planning. Specifically, we help individuals and families balance the cost of paying for college without having to sacrifice their retirement savings.

Impact Wealth Innovations believes that financial success and knowledge go hand-in-hand. We emphasize the educational aspect of planning so our clients are fully informed and have a deep understanding of the various financial tools available to them. With this knowledge, they can make better decisions tailored to their unique situation.

Whether you’re in the early stages of planning your child’s future education, or are closer to retirement age, we would love to discuss your savings and investment options so you can more efficiently reach your goals.

Call to schedule your no-obligation consultation with one of our credentialed advisors today.