Impact Wealth Innovations and Insurance Solutions

Tel: (510) 788-0518
40994 Encyclopedia Circle
Fremont, California  94538
Impact Wealth Innovations and Insurance Solutions | Financial Advisor in Fremont,California

About Impact Wealth Innovations and Insurance Solutions

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 youre in the early stages of planning your childs 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.

Office Hours

Monday   08:00 AM - 05:00 PM
Tuesday   08:00 AM - 05:00 PM
Wednesday   08:00 AM - 05:00 PM
Thursday   08:00 AM - 05:00 PM
Friday   08:00 AM - 05:00 PM

* Advisor information is provided in partnership with Yext