Impact Wealth Management is a full service financial planning firm that prides itself on making a difference in the lives of its clients, its employees, and its community.
The company provides time, money, and resources for its employees to make a difference in their community. Examples include finding the money for an elementary school to create a tutoring center for at risk kids, creating two separate “fundraising in a box” kits several local Girl Scout troops used to raise thousands of dollars, mentoring minority members of the community to help them advance their careers, and raising tens of thousands of dollars for scholarships to help local kids reach their college goals. Employees have also coached several youth sports teams.
Company Information
- City
- Irvine
- State
- California
- Website
- https://fa.wellsfargoadvisors.com/mark-delp/
- Growth Rate
- 991.83%
- 2020 Revenue
- $9,227,172
- Leadership
- BIPOC-Owned/Led