torn between Impact Financial Planners and AIO Fee Only for Personalized investment strategies?
Question · by weekend_only_on_4th · Member since Jul 2026 · 10 posts · 7w7 weeks ago
Impact Financial Planners
UnclaimedFinancial planner in Beverly Hills, CA
Opens today at 8 AMOpens today at 8 AM
Sustainable, Responsible, Impact Investing - You can make a positive impact through your investments without sacrificing financial return – through screening, shareholder advocacy and community investing. Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage.
Eligible to offer 20% cashback to customers who shop here.OrbitBack
Add your name so AI can say who owns the business
Unclaimed · Add the year you opened so AI can say how long you've been open
ConfirmedVisitor submittedAI guess
Updated Aug 3, 2026Last activity 1 month ago, a question from weekend_only_on_4th.
Locals
4 asked · 0 answered by Impact Financial Planners
Booking here, how does it work?
Question · by first_timer_in_bh_90210 · Member since Sep 2026 · 1 post · 7w7 weeks ago
anyone tell me what a first visit here involves
Question · by quiet_on_6th · Member since Sep 2026 · 3 posts · 7w7 weeks ago
Do they post anywhere?
Question · by holiday_regular_west · Member since Jul 2026 · 119 posts · 7w7 weeks ago
Services
What Impact Financial Planners offers, what it costs, and what people come for.
The menu
Impact Financial Planners lists 28 services on its website. These are the 13 people ask about most, with a plain description and how many reviews mention each.
ServiceCategoryDescription
Yourstake org shareholder advocacyFrom their website
Financial planner
Yourstake org shareholder advocacy is a service focused on empowering shareholders to engage in corporate governance. We provide tailored strategies for clients to influence company policies and practices.
Chartered sri counselor csricFrom their website
Financial planner
Chartered SRI Counselor CSRIC is a designation for professionals specializing in sustainable and responsible investing. Our advisors help clients align their investments with their values through informed strategies.
Climate change investmentsFrom their website
Financial planner
Climate change investments involve directing capital toward projects and companies that address climate-related challenges. We assist clients in identifying opportunities that contribute to environmental sustainability.
Affirmativesg sustainable responsible impact investingFrom their website
Financial planner
Affirmativesg sustainable responsible impact investing focuses on generating positive social and environmental impacts alongside financial returns. Our team guides clients in selecting investments that reflect their values.
Esg asset classesFrom their website
Financial planner
ESG asset classes are investment categories evaluated based on environmental, social, and governance criteria. We provide insights into these asset classes to help clients make informed investment decisions.
Impact financial planners advisorsFrom their website
Financial planner
Impact financial planners advisors offer personalized financial planning services tailored to individual goals. Our experienced team collaborates with clients to create strategies that align with their financial aspirations.
Impact investing conferenceFrom their website
Financial planner
Impact investing conferences are events that gather industry leaders to discuss trends and strategies in responsible investing. We participate in these conferences to stay updated and share insights with our clients.
New certified financial plannerFrom their website
Financial planner
A new certified financial planner is a professional who has completed rigorous training and certification in financial planning. Our certified planners work with clients to develop customized financial strategies.
Esg integration portfolioFrom their website
Financial planner
ESG integration portfolio involves incorporating environmental, social, and governance factors into investment decision-making. We help clients build portfolios that reflect their values and investment goals.
Ethos investment impact evaluationFrom their website
Financial planner
Ethos investment impact evaluation assesses the social and environmental outcomes of investments. Our evaluations provide clients with insights into the effectiveness of their impact investments.
Giving green fight climate changeFrom their website
Financial planner
Giving green to fight climate change focuses on philanthropic efforts aimed at environmental sustainability. We guide clients in identifying impactful charitable contributions that support climate initiatives.
Greenbacker solar investmentsFrom their website
Financial planner
Greenbacker solar investments involve funding solar energy projects that promote renewable energy. We assist clients in exploring investment opportunities that contribute to a sustainable future.
Hard social conscience investFrom their website
Financial planner
Hard social conscience investing emphasizes making investment choices that prioritize ethical considerations. Our advisors help clients navigate investments that align with their social values.
See all 28 services
Impact investing first affirmativeFrom their website
Financial planner
Impact investing First Affirmative focuses on investments that generate positive social and environmental impacts. We support clients in identifying opportunities that align with their impact goals.
Investing next economyFrom their website
Financial planner
Investing in the next economy involves directing funds toward innovative and sustainable business models. Our team provides insights into emerging sectors that promise growth and sustainability.
Just companiesFrom their website
Financial planner
Just companies are businesses that prioritize ethical practices and social responsibility. We help clients identify and invest in companies that align with their values.
One tree planted effective altruismFrom their website
Financial planner
One Tree Planted effective altruism is a philanthropic initiative focused on reforestation efforts. We assist clients in contributing to projects that promote environmental sustainability through tree planting.
Responsible investing futureFrom their website
Financial planner
Responsible investing for the future emphasizes making investment choices that consider ethical implications. Our advisors help clients align their portfolios with their long-term values.
Shareholder advocacy firstFrom their website
Financial planner
Shareholder advocacy first focuses on empowering investors to influence corporate governance. We provide strategies for clients to engage with companies on issues that matter to them.
Randomized studies maximize impactFrom their website
Financial planner
Randomized studies that maximize impact evaluate the effectiveness of various investment strategies. We analyze these studies to inform our clients' investment decisions.
Responsible impact credit cardsFrom their website
Financial planner
Responsible impact credit cards are financial products that support ethical spending. We offer guidance on credit cards that align with clients' values and promote social responsibility.
Sustainable responsible impact investingFrom their website
Financial planner
Sustainable responsible impact investing combines financial returns with positive social and environmental impacts. Our advisors assist clients in selecting investments that reflect their ethical considerations.
Pax women leadership fundFrom their website
Financial planner
Pax Women Leadership Fund focuses on investing in companies that promote gender diversity and women's leadership. We help clients support initiatives that empower women in the workplace.
Socially responsible investing newsFrom their website
Financial planner
Socially responsible investing news provides updates on trends and developments in the responsible investing space. We keep our clients informed about important changes and opportunities.
Sri esg mutual fund ratingsFrom their website
Financial planner
SRI ESG mutual fund ratings evaluate funds based on their environmental, social, and governance performance. We provide insights into these ratings to help clients make informed investment choices.
Sustainable development goalsFrom their website
Financial planner
Sustainable development goals are a set of global objectives aimed at addressing social and environmental challenges. We guide clients in aligning their investments with these important goals.
Tiaa not fiduciary practicesFrom their website
Financial planner
TIAA not fiduciary practices refers to investment strategies that may not prioritize clients' best interests. We educate clients on the importance of fiduciary responsibility in financial planning.
Yourstake investment impact reportingFrom their website
Financial planner
Yourstake investment impact reporting provides insights into the social and environmental outcomes of investments. We assist clients in understanding the impact of their investment choices.
- Yourstake org shareholder advocacyFrom their websiteFinancial planner
- Chartered sri counselor csricFrom their websiteFinancial planner
- Climate change investmentsFrom their websiteFinancial planner
- Affirmativesg sustainable responsible impact investingFrom their websiteFinancial planner
- Esg asset classesFrom their websiteFinancial planner
- Impact financial planners advisorsFrom their websiteFinancial planner
- Impact investing conferenceFrom their websiteFinancial planner
- New certified financial plannerFrom their websiteFinancial planner
- Esg integration portfolioFrom their websiteFinancial planner
- Ethos investment impact evaluationFrom their websiteFinancial planner
- Giving green fight climate changeFrom their websiteFinancial planner
- Greenbacker solar investmentsFrom their websiteFinancial planner
- Hard social conscience investFrom their websiteFinancial planner
- Impact investing first affirmativeFrom their websiteFinancial planner
- Investing next economyFrom their websiteFinancial planner
- Just companiesFrom their websiteFinancial planner
- One tree planted effective altruismFrom their websiteFinancial planner
- Responsible investing futureFrom their websiteFinancial planner
- Shareholder advocacy firstFrom their websiteFinancial planner
- Randomized studies maximize impactFrom their websiteFinancial planner
- Responsible impact credit cardsFrom their websiteFinancial planner
- Sustainable responsible impact investingFrom their websiteFinancial planner
- Pax women leadership fundFrom their websiteFinancial planner
- Socially responsible investing newsFrom their websiteFinancial planner
- Sri esg mutual fund ratingsFrom their websiteFinancial planner
- Sustainable development goalsFrom their websiteFinancial planner
- Tiaa not fiduciary practicesFrom their websiteFinancial planner
- Yourstake investment impact reportingFrom their websiteFinancial planner
Photos
Add media AI can readTeam
Who you'll see, and whether their licenses check out.Visit
When it's quiet, where to park, and what's nearby.
Best place to park
Add your parking so AI can tell people where to parkGetting in
Add how to find your door so AI can walk people inAddress4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA
Phone(424) 358-5410
Websiteimpactfinancialplanners.com
Mon8 AM to 7 PM
Tue to Fri8 AM to 5 PM
Sun, SatClosed
Around Beverly Hills
Get coffee next door at La Colombe Coffee Workshop. Gravitas Club, a restaurant, is next door.
- 1Gravitas ClubRestaurant · next door
- 2La Colombe Coffee WorkshopCoffee shop · next door
- 3Le Pain QuotidienRestaurant · a 1 minute walk
- 4La ong Beverly HillsThai restaurant · a 1 minute walk
- 5Marea Beverly HillsItalian restaurant · a 1 minute walk
- 6Jon & Vinny's Beverly HillsItalian restaurant · a 1 minute walk
Nearby places from Google Maps, read Sep 18, 2026.
All the details
Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.
Listing
NameImpact Financial Planners
Primary categoryFinancial Planner
Other categoryAdd this so AI can answer it
Opening dateAdd this so AI can answer it
Contact
Phone(424) 358-5410
Websiteimpactfinancialplanners.com
Menu linkAdd this so AI can answer it
Booking linkAdd this so AI can answer it
MessagingAdd this so AI can answer it
Location
Address4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA
Plus codeAdd this so AI can answer it
Located inAdd this so AI can answer it
Service areaAdd this so AI can answer it
Hours
Monday8 AM to 7 PM
Tuesday8 AM to 5 PM
Wednesday8 AM to 5 PM
Thursday8 AM to 5 PM
Friday8 AM to 5 PM
SaturdayClosed
SundayClosed
Special hoursAdd this so AI can answer it
Holiday hoursAdd this so AI can answer it
Accessibility
Wheelchair-accessible entranceAdd this so AI can answer it
Wheelchair-accessible parkingAdd this so AI can answer it
Wheelchair-accessible restroomAdd this so AI can answer it
Wheelchair-accessible seatingAdd this so AI can answer it
Assistive hearing loopAdd this so AI can answer it
Payments
MastercardAdd this so AI can answer it
American ExpressAdd this so AI can answer it
DiscoverAdd this so AI can answer it
Debit cardsAdd this so AI can answer it
Apple PayAdd this so AI can answer it
Google PayAdd this so AI can answer it
FinancingAdd this so AI can answer it
HSA or FSA cardsAdd this so AI can answer it
Service options
Appointment requiredAdd this so AI can answer it
Walk-insAdd this so AI can answer it
Onsite servicesAdd this so AI can answer it
Online appointmentsAdd this so AI can answer it
Online estimatesAdd this so AI can answer it
Amenities
RestroomAdd this so AI can answer it
ParkingAdd this so AI can answer it
Gender-neutral restroomAdd this so AI can answer it
Language assistanceAdd this so AI can answer it
The business
Legal business nameAdd this so AI can answer it
FoundedAdd this so AI can answer it
Ownership typeAdd this so AI can answer it
LocationsAdd this so AI can answer it
Parent companyAdd this so AI can answer it
Previous namesAdd this so AI can answer it
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Team
Total staffAdd this so AI can answer it
Full-time staffAdd this so AI can answer it
Front deskAdd this so AI can answer it
Language spokenAdd this so AI can answer it
Licenses and credentials
Board certificationAdd this so AI can answer it
City business licenseAdd this so AI can answer it
Liability insuranceAdd this so AI can answer it
License lookup linkAdd this so AI can answer it
Prices
Price rangeAdd this so AI can answer it
ConsultationAdd this so AI can answer it
Deposit to bookAdd this so AI can answer it
Package pricingAdd this so AI can answer it
Membership planAdd this so AI can answer it
First-visit offerAdd this so AI can answer it
Booking and policies
Online booking linkAdd this so AI can answer it
Book by phoneAdd this so AI can answer it
CancellationAdd this so AI can answer it
Late cancel or no-show feeAdd this so AI can answer it
Late arrivalAdd this so AI can answer it
Minimum ageAdd this so AI can answer it
RefundsAdd this so AI can answer it
Children in the waiting roomAdd this so AI can answer it
Offers and programs
Gift cardsAdd this so AI can answer it
Loyalty programAdd this so AI can answer it
Referral programAdd this so AI can answer it
Financing partnerAdd this so AI can answer it
Military or teacher discountAdd this so AI can answer it
Customers
Customers served a yearAdd this so AI can answer it
Repeat customer rateAdd this so AI can answer it
Average spend per visitAdd this so AI can answer it
Most popular first visitAdd this so AI can answer it
Customer satisfaction scoreAdd this so AI can answer it
Busiest monthAdd this so AI can answer it
Community and charity
CharityAdd this so AI can answer it
Donated last yearAdd this so AI can answer it
Volunteer hours a yearAdd this so AI can answer it
Local sponsorshipAdd this so AI can answer it
Free or reduced-cost servicesAdd this so AI can answer it
Recognition and memberships
Professional associationAdd this so AI can answer it
Chamber of commerceAdd this so AI can answer it
BBB profileAdd this so AI can answer it
Press linkAdd this so AI can answer it
Speaking or teachingAdd this so AI can answer it
Brands and products
Links
Websiteimpactfinancialplanners.com
Instagraminstagram.com/impactfinancialplanners
Facebookfacebook.com/impactfinancialplanners
YouTubeAdd this so AI can answer it
LinkedInAdd this so AI can answer it
Google reviewsAdd this so AI can answer it
Privacy policyAdd this so AI can answer it
Careers pageAdd this so AI can answer it
Newsletter signupAdd this so AI can answer it
Story and values
MissionAdd this so AI can answer it
Founder storyAdd this so AI can answer it
What makes it differentAdd this so AI can answer it
Eco practiceAdd this so AI can answer it
Local supplierAdd this so AI can answer it
Growth
New service this yearAdd this so AI can answer it
Open jobAdd this so AI can answer it
New location plannedAdd this so AI can answer it
Year-over-year growthAdd this so AI can answer it
Reputation
What reviews, press and directories say about Impact Financial Planners.
Reviews
Add reviews AI can readPress and awards
Add press AI can readDirectories
Add to directories AI readsUpdates
Post an updateHow AI sees Impact Financial Planners
The AI Score is out of 100, read from 8 signals across search and AI.
27out of 100
28 Beverly Hills avg
What the score is made of
Signal and how much it countsImpact Financial Planners
- Retrieval grounding 26%Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.0
- Off-property attestation 20%Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.41
- AI visibility 14%Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.33
- Reviews & response 12%The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.Does not apply
- Backlink & citation authority 8%Domain authority and editorial quality of the sources that attest to you.53
- Google Business Profile 8%Required and recommended fields; update cadence. The listing AI pulls from first.79
- Speed & mobile 7%Core Web Vitals at the 75th percentile, on a real phone.59
- Content freshness & schema 5%Crawl recency, intent alignment, valid JSON-LD, canonicals.40
Every business is scored the same way, and nobody can pay for a better score.
See exactly what AI says about you, and how to get picked
Impact Financial Planners, as AI sees it. Blue signals help Impact Financial Planners, and red ones hold it back.
- The questions people ask ChatGPT, Perplexity and Gemini about financial planners in Beverly Hills, and who they name instead of you
- What AI gets wrong about you, next to what’s true
- What to change first so AI names you
Claiming your page is free.
What AI reads
The page ChatGPT, Gemini, Perplexity and Google read about Impact Financial Planners. The code version is exactly what their crawlers get.
Local AI Registry · Financial planners in Beverly Hills, CA · Editorial
Impact Financial Planners, Beverly Hills CA: Reviews
By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.
Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below
In short
Impact Financial Planners is a financial planner in Beverly Hills, CA. Its AI Score is 27 of 100, which is poor.
What each mark on this page means: https://localairegistry.com/methodology#marks
Key facts
| Fact | Value |
|---|---|
| Type | Financial planner |
| Address | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA |
| Hours | Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun |
| Phone | (424) 358-5410 |
| Updated | August 3, 2026 |
All the details
Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.
| Group | Fact | Value | Mark | Evidence |
|---|---|---|---|---|
| Location info | Address | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA | Confirmed | Google Business Profile |
| Location info | Description | Sustainable, Responsible, Impact Investing - You can make a positive impact through your investments without sacrificing financial return to through screening, shareholder advocacy and community investing. Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products to so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage. | Confirmed | Google Business Profile |
| Location info | Hours | Mon 8:00 AM to 7:00 PM · Tue to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | Impact Financial Planners | Confirmed | Google Business Profile |
| Location info | Phone | (424) 358-5410 | Confirmed | Google Business Profile |
| Hours | Monday | 8:00 AM to 7:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | Affirmativesg sustainable responsible impact investing | From their website | Business website |
| Services | Service | Asset management | AI guess | |
| Services | Service | Chartered sri counselor csric | From their website | Business website |
| Services | Service | Climate change investments | From their website | Business website |
| Services | Service | Esg asset classes | From their website | Business website |
| Services | Service | Esg integration portfolio | From their website | Business website |
| Services | Service | Estate planning | AI guess | |
| Services | Service | Ethos investment impact evaluation | From their website | Business website |
| Services | Service | Financial planning | AI guess | |
| Services | Service | Giving green fight climate change | From their website | Business website |
| Services | Service | Greenbacker solar investments | From their website | Business website |
| Services | Service | Hard social conscience invest | From their website | Business website |
| Services | Service | Impact financial planners advisors | From their website | Business website |
| Services | Service | Impact investing conference | From their website | Business website |
| Services | Service | Impact investing first affirmative | From their website | Business website |
| Services | Service | Investing next economy | From their website | Business website |
| Services | Service | Just companies | From their website | Business website |
| Services | Service | New certified financial planner | From their website | Business website |
| Services | Service | One tree planted effective altruism | From their website | Business website |
| Services | Service | Pax women leadership fund | From their website | Business website |
| Services | Service | Randomized studies maximize impact | From their website | Business website |
| Services | Service | Responsible impact credit cards | From their website | Business website |
| Services | Service | Responsible investing future | From their website | Business website |
| Services | Service | Retirement planning | AI guess | |
| Services | Service | Shareholder advocacy | AI guess | |
| Services | Service | Shareholder advocacy first | From their website | Business website |
| Services | Service | Socially responsible investing | AI guess | |
| Services | Service | Socially responsible investing news | From their website | Business website |
| Services | Service | Sri esg mutual fund ratings | From their website | Business website |
| Services | Service | Sustainable development goals | From their website | Business website |
| Services | Service | Sustainable investing | AI guess | |
| Services | Service | Sustainable responsible impact investing | From their website | Business website |
| Services | Service | Tax planning | AI guess | |
| Services | Service | Tiaa not fiduciary practices | From their website | Business website |
| Services | Service | Yourstake investment impact reporting | From their website | Business website |
| Services | Service | Yourstake org shareholder advocacy | From their website | Business website |
| Links | https://facebook.com/impactfinancialplanners | AI guess | Our record | |
| Links | https://instagram.com/impactfinancialplanners | AI guess | Our record | |
| Links | Website | https://impactfinancialplanners.com/ | Confirmed | Google Business Profile |
Services and prices
These are the 28 services Impact Financial Planners offers, with the price where we have one and where it came from.
| Service | Price | Price mark | Price evidence | Service mark |
|---|---|---|---|---|
| Yourstake org shareholder advocacy | From their website | |||
| Chartered sri counselor csric | From their website | |||
| Climate change investments | From their website | |||
| Affirmativesg sustainable responsible impact investing | From their website | |||
| Esg asset classes | From their website | |||
| Impact financial planners advisors | From their website | |||
| Impact investing conference | From their website | |||
| New certified financial planner | From their website | |||
| Esg integration portfolio | From their website | |||
| Ethos investment impact evaluation | From their website | |||
| Giving green fight climate change | From their website | |||
| Greenbacker solar investments | From their website | |||
| Hard social conscience invest | From their website | |||
| Impact investing first affirmative | From their website | |||
| Investing next economy | From their website | |||
| Just companies | From their website | |||
| One tree planted effective altruism | From their website | |||
| Responsible investing future | From their website | |||
| Shareholder advocacy first | From their website | |||
| Randomized studies maximize impact | From their website | |||
| Responsible impact credit cards | From their website | |||
| Sustainable responsible impact investing | From their website | |||
| Pax women leadership fund | From their website | |||
| Socially responsible investing news | From their website | |||
| Sri esg mutual fund ratings | From their website | |||
| Sustainable development goals | From their website | |||
| Tiaa not fiduciary practices | From their website | |||
| Yourstake investment impact reporting | From their website |
Known for
The team
Visiting Impact Financial Planners
Address: 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA. Phone: (424) 358-5410. Hours: Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)
Location info from Google Business Profile
From Google Business Profile: "Sustainable, Responsible, Impact Investing - You can make a positive impact through your investments without sacrificing financial return – through screening, shareholder advocacy and community investing. Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage."
Parking and getting in
Add your parking so AI can tell people where to parkAdd how to find your door so AI can walk people in
Nearby
| Place | Type | Distance |
|---|---|---|
| Gravitas Club | Restaurant | 1 min walk |
| 433 N Camden Dr Garage | Parking lot | 1 min walk |
| Beverly Hills Public Parking | Parking garage | 1 min walk |
| Parking | Parking lot | 1 min walk |
| La Colombe Coffee Workshop | Coffee shop | 1 min walk |
| Le Pain Quotidien | Restaurant | 1 min walk |
Reputation
Press
Awards
Directories
Questions people ask
torn between Impact Financial Planners and AIO Fee Only for Personalized investment strategies?
anyone tell me what a first visit here involves
Do they post anywhere?
Booking here, how does it work?
Open Saturdays here?
Whereabouts is this place?
cheaper than this place in Beverly Hills without it being sketchy?
any last minute slots at Impact Financial Planners?
points or member pricing at Impact Financial Planners, worth signing up?
anywhere on 4th 6th to sit while I wait
parking at Impact Financial Planners, where does everyone put the car?
opening hours at Impact Financial Planners in Beverly Hills, what are they these days?
are prices in Beverly Hills higher than everywhere else
what does Impact Financial Planners actually get right?
best financial planner in Beverly Hills
What AI gets wrong about Impact Financial Planners
We ask ChatGPT, Perplexity and Gemini about Impact Financial Planners. These are the answers that don’t match this page.
ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026. Gemini, read by Local AI Registry on Aug 3, 2026.
| Fact | What AI says | What this page says |
|---|---|---|
| Address | Perplexity, read by Local AI Registry on Aug 5, 2026: 226 S Beverly Dr | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA |
The AI Score: 27 of 100
It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. Impact Financial Planners scores 27, below the Beverly Hills average of 28. The same method scores every business on the registry.
| Signal | Weight | Score | What it measures | Impact Financial Planners |
|---|---|---|---|---|
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 41 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 33 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | Does not apply | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | |
| Backlink & citation authority | 8 | 53 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 79 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 59 | Core Web Vitals at the 75th percentile, on a real phone. | Fair |
| Content freshness & schema | 5 | 40 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Poor |
Full method: https://localairegistry.com/methodology
How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business
Entity map
Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.
| Entity | Type | ID on this page | Same as | Relationship to Impact Financial Planners |
|---|---|---|---|---|
| Impact Financial Planners | LocalBusiness | #business | https://impactfinancialplanners.com/ | Subject of this page |
| Beverly Hills, California | City | #city | City Impact Financial Planners is in | |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |
Topical map
Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it.
Lists
- Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner
- Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills
Nearby
- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view
Every list
- Every leaderboard in California: https://localairegistry.com/leaderboards/ca
References
Show references (31)
Sources cited
- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJNciCpzS9woARSN5SwH9V6Kw (accessed Aug 3, 2026)
- [2] impactfinancialplanners.com, https://impactfinancialplanners.com/yourstake-org-shareholder-advocacy/ (accessed Sep 18, 2026)
- [3] impactfinancialplanners.com, https://impactfinancialplanners.com/affirmativesg-sustainable-responsible-impact-investing/ (accessed Sep 18, 2026)
- [4] impactfinancialplanners.com, https://impactfinancialplanners.com/responsible-investing-future/ (accessed Sep 18, 2026)
- [5] impactfinancialplanners.com, https://impactfinancialplanners.com/shareholder-advocacy-first/ (accessed Sep 18, 2026)
- [6] impactfinancialplanners.com, https://impactfinancialplanners.com/socially-responsible-investing-news/ (accessed Sep 18, 2026)
- [7] impactfinancialplanners.com, https://impactfinancialplanners.com/sri-esg-mutual-fund-ratings/ (accessed Sep 18, 2026)
- [8] impactfinancialplanners.com, https://impactfinancialplanners.com/sustainable-development-goals/ (accessed Sep 18, 2026)
- [9] impactfinancialplanners.com, https://impactfinancialplanners.com/sustainable-responsible-impact-investing/ (accessed Sep 18, 2026)
- [10] impactfinancialplanners.com, https://impactfinancialplanners.com/tiaa-not-fiduciary-practices/ (accessed Sep 18, 2026)
- [11] impactfinancialplanners.com, https://impactfinancialplanners.com/yourstake-investment-impact-reporting/ (accessed Sep 18, 2026)
- [12] impactfinancialplanners.com, https://impactfinancialplanners.com/advocacy-impact/ (accessed Sep 18, 2026)
- [13] impactfinancialplanners.com, https://impactfinancialplanners.com/chartered-sri-counselor-csric/ (accessed Sep 18, 2026)
- [14] impactfinancialplanners.com, https://impactfinancialplanners.com/climate-change-investments/ (accessed Sep 18, 2026)
- [15] impactfinancialplanners.com, https://impactfinancialplanners.com/esg-asset-classes/ (accessed Sep 18, 2026)
- [16] impactfinancialplanners.com, https://impactfinancialplanners.com/esg-integration-portfolio/ (accessed Sep 18, 2026)
- [17] impactfinancialplanners.com, https://impactfinancialplanners.com/ethos-investment-impact-evaluation/ (accessed Sep 18, 2026)
- [18] impactfinancialplanners.com, https://impactfinancialplanners.com/giving-green-fight-climate-change/ (accessed Sep 18, 2026)
- [19] impactfinancialplanners.com, https://impactfinancialplanners.com/greenbacker-solar-investments/ (accessed Sep 18, 2026)
- [20] impactfinancialplanners.com, https://impactfinancialplanners.com/hard-social-conscience-invest/ (accessed Sep 18, 2026)
- [21] impactfinancialplanners.com, https://impactfinancialplanners.com/impact-financial-planners-advisors/ (accessed Sep 18, 2026)
- [22] impactfinancialplanners.com, https://impactfinancialplanners.com/impact-investing-conference/ (accessed Sep 18, 2026)
- [23] impactfinancialplanners.com, https://impactfinancialplanners.com/impact-investing-first-affirmative/ (accessed Sep 18, 2026)
- [24] impactfinancialplanners.com, https://impactfinancialplanners.com/investing-next-economy/ (accessed Sep 18, 2026)
- [25] impactfinancialplanners.com, https://impactfinancialplanners.com/just-companies/ (accessed Sep 18, 2026)
- [26] impactfinancialplanners.com, https://impactfinancialplanners.com/new-certified-financial-planner/ (accessed Sep 18, 2026)
- [27] impactfinancialplanners.com, https://impactfinancialplanners.com/one-tree-planted-effective-altruism/ (accessed Sep 18, 2026)
- [28] impactfinancialplanners.com, https://impactfinancialplanners.com/pax-women-leadership-fund/ (accessed Sep 18, 2026)
- [29] impactfinancialplanners.com, https://impactfinancialplanners.com/randomized-studies-maximize-impact/ (accessed Sep 18, 2026)
- [30] impactfinancialplanners.com, https://impactfinancialplanners.com/responsible-impact-credit-cards/ (accessed Sep 18, 2026)
- [31] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)
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# Impact Financial Planners, Beverly Hills CA: Reviews Source: Local AI Registry, https://localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca. Free to reuse with a link back. By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03. Canonical: https://localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca ## In short Impact Financial Planners is a financial planner in Beverly Hills, CA. Its AI Score is 27 of 100, which is poor. What each mark on this page means: https://localairegistry.com/methodology#marks ## Key facts | Fact | Value | | --- | --- | | Type | Financial planner | | Address | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA | | Hours | Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun | | Phone | (424) 358-5410 | | Updated | August 3, 2026 | ## All the details Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from. | Group | Fact | Value | Mark | Evidence | | --- | --- | --- | --- | --- | | Location info | Address | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA | Confirmed | Google Business Profile | | Location info | Description | Sustainable, Responsible, Impact Investing - You can make a positive impact through your investments without sacrificing financial return to through screening, shareholder advocacy and community investing. Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products to so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage. | Confirmed | Google Business Profile | | Location info | Hours | Mon 8:00 AM to 7:00 PM · Tue to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile | | Location info | Name | Impact Financial Planners | Confirmed | Google Business Profile | | Location info | Phone | (424) 358-5410 | Confirmed | Google Business Profile | | Hours | Monday | 8:00 AM to 7:00 PM | Confirmed | Google Business Profile | | Hours | Tuesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Wednesday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Thursday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Friday | 8:00 AM to 5:00 PM | Confirmed | Google Business Profile | | Hours | Saturday | Closed | Confirmed | Google Business Profile | | Hours | Sunday | Closed | Confirmed | Google Business Profile | | Services | Service | Affirmativesg sustainable responsible impact investing | From their website | Business website | | Services | Service | Asset management | AI guess | | | Services | Service | Chartered sri counselor csric | From their website | Business website | | Services | Service | Climate change investments | From their website | Business website | | Services | Service | Esg asset classes | From their website | Business website | | Services | Service | Esg integration portfolio | From their website | Business website | | Services | Service | Estate planning | AI guess | | | Services | Service | Ethos investment impact evaluation | From their website | Business website | | Services | Service | Financial planning | AI guess | | | Services | Service | Giving green fight climate change | From their website | Business website | | Services | Service | Greenbacker solar investments | From their website | Business website | | Services | Service | Hard social conscience invest | From their website | Business website | | Services | Service | Impact financial planners advisors | From their website | Business website | | Services | Service | Impact investing conference | From their website | Business website | | Services | Service | Impact investing first affirmative | From their website | Business website | | Services | Service | Investing next economy | From their website | Business website | | Services | Service | Just companies | From their website | Business website | | Services | Service | New certified financial planner | From their website | Business website | | Services | Service | One tree planted effective altruism | From their website | Business website | | Services | Service | Pax women leadership fund | From their website | Business website | | Services | Service | Randomized studies maximize impact | From their website | Business website | | Services | Service | Responsible impact credit cards | From their website | Business website | | Services | Service | Responsible investing future | From their website | Business website | | Services | Service | Retirement planning | AI guess | | | Services | Service | Shareholder advocacy | AI guess | | | Services | Service | Shareholder advocacy first | From their website | Business website | | Services | Service | Socially responsible investing | AI guess | | | Services | Service | Socially responsible investing news | From their website | Business website | | Services | Service | Sri esg mutual fund ratings | From their website | Business website | | Services | Service | Sustainable development goals | From their website | Business website | | Services | Service | Sustainable investing | AI guess | | | Services | Service | Sustainable responsible impact investing | From their website | Business website | | Services | Service | Tax planning | AI guess | | | Services | Service | Tiaa not fiduciary practices | From their website | Business website | | Services | Service | Yourstake investment impact reporting | From their website | Business website | | Services | Service | Yourstake org shareholder advocacy | From their website | Business website | | Links | Facebook | https://facebook.com/impactfinancialplanners | AI guess | Our record | | Links | Instagram | https://instagram.com/impactfinancialplanners | AI guess | Our record | | Links | Website | https://impactfinancialplanners.com/ | Confirmed | Google Business Profile | ## Services and prices These are the 28 services Impact Financial Planners offers, with the price where we have one and where it came from. | Service | Price | Price mark | Price evidence | Service mark | | --- | --- | --- | --- | --- | | Yourstake org shareholder advocacy | | | | From their website | | Chartered sri counselor csric | | | | From their website | | Climate change investments | | | | From their website | | Affirmativesg sustainable responsible impact investing | | | | From their website | | Esg asset classes | | | | From their website | | Impact financial planners advisors | | | | From their website | | Impact investing conference | | | | From their website | | New certified financial planner | | | | From their website | | Esg integration portfolio | | | | From their website | | Ethos investment impact evaluation | | | | From their website | | Giving green fight climate change | | | | From their website | | Greenbacker solar investments | | | | From their website | | Hard social conscience invest | | | | From their website | | Impact investing first affirmative | | | | From their website | | Investing next economy | | | | From their website | | Just companies | | | | From their website | | One tree planted effective altruism | | | | From their website | | Responsible investing future | | | | From their website | | Shareholder advocacy first | | | | From their website | | Randomized studies maximize impact | | | | From their website | | Responsible impact credit cards | | | | From their website | | Sustainable responsible impact investing | | | | From their website | | Pax women leadership fund | | | | From their website | | Socially responsible investing news | | | | From their website | | Sri esg mutual fund ratings | | | | From their website | | Sustainable development goals | | | | From their website | | Tiaa not fiduciary practices | | | | From their website | | Yourstake investment impact reporting | | | | From their website | ### Known for Share your review link so AI can say what you're known for ## The team Add your team so AI can name who works here ## Visiting Impact Financial Planners Address: 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA. Phone: (424) 358-5410. Hours: Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.) ### Location info from Google Business Profile From Google Business Profile: "Sustainable, Responsible, Impact Investing - You can make a positive impact through your investments without sacrificing financial return – through screening, shareholder advocacy and community investing. Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage." ### Parking and getting in Add your parking so AI can tell people where to park Add how to find your door so AI can walk people in ### Nearby | Place | Type | Distance | | --- | --- | --- | | Gravitas Club | Restaurant | 1 min walk | | 433 N Camden Dr Garage | Parking lot | 1 min walk | | Beverly Hills Public Parking | Parking garage | 1 min walk | | Parking | Parking lot | 1 min walk | | La Colombe Coffee Workshop | Coffee shop | 1 min walk | | Le Pain Quotidien | Restaurant | 1 min walk | ## Reputation Share your review link so AI can quote your customers ### Press Add a press story so AI can say who's written about you ### Awards Add an award so AI can name it ### Directories Get listed in directories so AI can tell you're real ## Questions people ask ### torn between Impact Financial Planners and AIO Fee Only for Personalized investment strategies? ### anyone tell me what a first visit here involves ### Do they post anywhere? ### Booking here, how does it work? ### Open Saturdays here? ### Whereabouts is this place? ### cheaper than this place in Beverly Hills without it being sketchy? ### any last minute slots at Impact Financial Planners? ### points or member pricing at Impact Financial Planners, worth signing up? ### anywhere on 4th 6th to sit while I wait ### parking at Impact Financial Planners, where does everyone put the car? ### opening hours at Impact Financial Planners in Beverly Hills, what are they these days? ### are prices in Beverly Hills higher than everywhere else ### what does Impact Financial Planners actually get right? ### best financial planner in Beverly Hills ## What AI gets wrong about Impact Financial Planners We ask ChatGPT, Perplexity and Gemini about Impact Financial Planners. These are the answers that don’t match this page. ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026. Gemini, read by Local AI Registry on Aug 3, 2026. | Fact | What AI says | What this page says | | --- | --- | --- | | Address | Perplexity, read by Local AI Registry on Aug 5, 2026: 226 S Beverly Dr | 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA | ## The AI Score: 27 of 100 It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. Impact Financial Planners scores 27, below the Beverly Hills average of 28. The same method scores every business on the registry. | Signal | Weight | Score | What it measures | Impact Financial Planners | | --- | --- | --- | --- | --- | | Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor | | Off-property attestation | 20 | 41 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor | | AI visibility | 14 | 33 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor | | Reviews & response | 12 | Does not apply | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | | | Backlink & citation authority | 8 | 53 | Domain authority and editorial quality of the sources that attest to you. | Fair | | Google Business Profile | 8 | 79 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good | | Speed & mobile | 7 | 59 | Core Web Vitals at the 75th percentile, on a real phone. | Fair | | Content freshness & schema | 5 | 40 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Poor | Full method: https://localairegistry.com/methodology How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business ## Entity map Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other. | Entity | Type | ID on this page | Same as | Relationship to Impact Financial Planners | | --- | --- | --- | --- | --- | | Impact Financial Planners | LocalBusiness | #business | https://impactfinancialplanners.com/ | Subject of this page | | Beverly Hills, California | City | #city | | City Impact Financial Planners is in | | Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page | | Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page | ## Topical map Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it. ### Lists - Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner - Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills ### Nearby - /san-jose: https://localairegistry.com/leaderboards/ca/san-jose - /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles - /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco - /san-diego: https://localairegistry.com/leaderboards/ca/san-diego - /irvine: https://localairegistry.com/leaderboards/ca/irvine - /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view ### Every list - Every leaderboard in California: https://localairegistry.com/leaderboards/ca ## References ### Sources cited - [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJNciCpzS9woARSN5SwH9V6Kw (accessed Aug 3, 2026) - [2] impactfinancialplanners.com, https://impactfinancialplanners.com/yourstake-org-shareholder-advocacy/ (accessed Sep 18, 2026) - [3] impactfinancialplanners.com, https://impactfinancialplanners.com/affirmativesg-sustainable-responsible-impact-investing/ (accessed Sep 18, 2026) - [4] impactfinancialplanners.com, https://impactfinancialplanners.com/responsible-investing-future/ (accessed Sep 18, 2026) - [5] impactfinancialplanners.com, https://impactfinancialplanners.com/shareholder-advocacy-first/ (accessed Sep 18, 2026) - [6] impactfinancialplanners.com, https://impactfinancialplanners.com/socially-responsible-investing-news/ (accessed Sep 18, 2026) - [7] impactfinancialplanners.com, https://impactfinancialplanners.com/sri-esg-mutual-fund-ratings/ (accessed Sep 18, 2026) - [8] impactfinancialplanners.com, https://impactfinancialplanners.com/sustainable-development-goals/ (accessed Sep 18, 2026) - [9] impactfinancialplanners.com, https://impactfinancialplanners.com/sustainable-responsible-impact-investing/ (accessed Sep 18, 2026) - [10] impactfinancialplanners.com, https://impactfinancialplanners.com/tiaa-not-fiduciary-practices/ (accessed Sep 18, 2026) - [11] impactfinancialplanners.com, https://impactfinancialplanners.com/yourstake-investment-impact-reporting/ (accessed Sep 18, 2026) - [12] impactfinancialplanners.com, https://impactfinancialplanners.com/advocacy-impact/ (accessed Sep 18, 2026) - [13] impactfinancialplanners.com, https://impactfinancialplanners.com/chartered-sri-counselor-csric/ (accessed Sep 18, 2026) - [14] impactfinancialplanners.com, https://impactfinancialplanners.com/climate-change-investments/ (accessed Sep 18, 2026) - [15] impactfinancialplanners.com, https://impactfinancialplanners.com/esg-asset-classes/ (accessed Sep 18, 2026) - [16] impactfinancialplanners.com, https://impactfinancialplanners.com/esg-integration-portfolio/ (accessed Sep 18, 2026) - [17] impactfinancialplanners.com, https://impactfinancialplanners.com/ethos-investment-impact-evaluation/ (accessed Sep 18, 2026) - [18] impactfinancialplanners.com, https://impactfinancialplanners.com/giving-green-fight-climate-change/ (accessed Sep 18, 2026) - [19] impactfinancialplanners.com, https://impactfinancialplanners.com/greenbacker-solar-investments/ (accessed Sep 18, 2026) - [20] impactfinancialplanners.com, https://impactfinancialplanners.com/hard-social-conscience-invest/ (accessed Sep 18, 2026) - [21] impactfinancialplanners.com, https://impactfinancialplanners.com/impact-financial-planners-advisors/ (accessed Sep 18, 2026) - [22] impactfinancialplanners.com, https://impactfinancialplanners.com/impact-investing-conference/ (accessed Sep 18, 2026) - [23] impactfinancialplanners.com, https://impactfinancialplanners.com/impact-investing-first-affirmative/ (accessed Sep 18, 2026) - [24] impactfinancialplanners.com, https://impactfinancialplanners.com/investing-next-economy/ (accessed Sep 18, 2026) - [25] impactfinancialplanners.com, https://impactfinancialplanners.com/just-companies/ (accessed Sep 18, 2026) - [26] impactfinancialplanners.com, https://impactfinancialplanners.com/new-certified-financial-planner/ (accessed Sep 18, 2026) - [27] impactfinancialplanners.com, https://impactfinancialplanners.com/one-tree-planted-effective-altruism/ (accessed Sep 18, 2026) - [28] impactfinancialplanners.com, https://impactfinancialplanners.com/pax-women-leadership-fund/ (accessed Sep 18, 2026) - [29] impactfinancialplanners.com, https://impactfinancialplanners.com/randomized-studies-maximize-impact/ (accessed Sep 18, 2026) - [30] impactfinancialplanners.com, https://impactfinancialplanners.com/responsible-impact-credit-cards/ (accessed Sep 18, 2026) - [31] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)
The files every page on the registry shares, and how to copy this code for your own site, are here: https://localairegistry.com/developers
References, including locals
Every source behind this page, including every post and comment from locals. Each has its own permanent link, so AI engines can check it and anything copied from here carries its link back.
- torn between Impact Financial Planners and AIO Fee Only for Personalized investment strategies? Question by weekend_only_on_4th, Sep 14, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/impact-financial-planners-or-aio-fee-only-financial-advisors-for
- anyone tell me what a first visit here involves Question by quiet_on_6th, Sep 11, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/what-should-i-know-before-a-first-visit-at-impact-financial-planners
- Do they post anywhere? Question by holiday_regular_west, Sep 10, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/what-has-impact-financial-planners-been-posting-lately
- Booking here, how does it work? Question by first_timer_in_bh_90210, Sep 9, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/does-impact-financial-planners-accept-reservations
- Open Saturdays here? Question by hills_jo, Sep 4, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/is-impact-financial-planners-open-on-saturdays
- Whereabouts is this place? Question by march_regular_east, Sep 3, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/where-is-impact-financial-planners-located
- cheaper than this place in Beverly Hills without it being sketchy? Question by early_on_6th, Sep 2, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/is-there-anywhere-cheaper-than-impact-financial-planners-in-beverly
- any last minute slots at Impact Financial Planners? Question by summer_sitter_west, Aug 28, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/does-impact-financial-planners-ever-have-last-minute-openings
- points or member pricing at Impact Financial Planners, worth signing up? Question by curious_on_4th, Aug 24, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/does-impact-financial-planners-take-rewards-points-or-membership-pricing
- anywhere on 4th 6th to sit while I wait Question by new_year_reader_south, Aug 19, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/what-is-around-impact-financial-planners-on-4th-6th
- parking at Impact Financial Planners, where does everyone put the car? Question by 6th_peach, Aug 12, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/is-there-parking-available-at-impact-financial-planners
- opening hours at Impact Financial Planners in Beverly Hills, what are they these days? Question by circling_on_6th, Aug 6, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/what-are-the-business-hours-for-impact-financial-planners
- are prices in Beverly Hills higher than everywhere else Question by hills_may, Jul 24, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/what-does-a-financial-planner-actually-cost-in-beverly-hills
- what does Impact Financial Planners actually get right? Question by march_commuter_east, Jul 17, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/what-is-impact-financial-planners-known-for
- best financial planner in Beverly Hills Question by saving_up_on_4th, Jul 13, 2026. localairegistry.com/biz/ca/beverly-hills/impact-financial-planners-beverly-hills-ca/q/best-financial-planner-in-beverly-hills
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</head>
<body>
<main>
<article>
<header>
<p>Local AI Registry · Financial planners in Beverly Hills, CA · Editorial</p>
<h2>Impact Financial Planners, Beverly Hills CA: Reviews</h2>
<p>By Steve Lee, founder and CEO of Local AI Registry. Updated August 3, 2026.</p>
<p>Published August 3, 2026 · Updated August 3, 2026 · Machine-readable version below</p>
</header>
<section id="ai-in-short">
<h3>In short</h3>
<p>Impact Financial Planners is a financial planner in Beverly Hills, CA. Its AI Score is 27 of 100, which is poor.</p>
<p>What each mark on this page means: https://localairegistry.com/methodology#marks</p>
</section>
<section id="ai-key-facts">
<h3>Key facts</h3>
<table>
<thead><tr><th scope="col">Fact</th><th scope="col">Value</th></tr></thead>
<tbody>
<tr><td>Type</td><td>Financial planner</td></tr>
<tr><td>Address</td><td>4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA</td></tr>
<tr><td>Hours</td><td>Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun</td></tr>
<tr><td>Phone</td><td>(424) 358-5410</td></tr>
<tr><td>Updated</td><td>August 3, 2026</td></tr>
</tbody>
</table>
</section>
<section id="ai-all-the-details">
<h3>All the details</h3>
<p>Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.</p>
<table>
<thead><tr><th scope="col">Group</th><th scope="col">Fact</th><th scope="col">Value</th><th scope="col">Mark</th><th scope="col">Evidence</th></tr></thead>
<tbody>
<tr><td>Location info</td><td>Address</td><td>4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Description</td><td>Sustainable, Responsible, Impact Investing - You can make a positive impact through your investments without sacrificing financial return to through screening, shareholder advocacy and community investing. Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products to so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage.</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Hours</td><td>Mon 8:00 AM to 7:00 PM · Tue to Fri 8:00 AM to 5:00 PM · Sat to Sun Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Name</td><td>Impact Financial Planners</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Location info</td><td>Phone</td><td>(424) 358-5410</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Monday</td><td>8:00 AM to 7:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Tuesday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Wednesday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Thursday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Friday</td><td>8:00 AM to 5:00 PM</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Saturday</td><td>Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Hours</td><td>Sunday</td><td>Closed</td><td>Confirmed</td><td>Google Business Profile</td></tr>
<tr><td>Services</td><td>Service</td><td>Affirmativesg sustainable responsible impact investing</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Asset management</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Chartered sri counselor csric</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Climate change investments</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Esg asset classes</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Esg integration portfolio</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Estate planning</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Ethos investment impact evaluation</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Financial planning</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Giving green fight climate change</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Greenbacker solar investments</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Hard social conscience invest</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Impact financial planners advisors</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Impact investing conference</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Impact investing first affirmative</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Investing next economy</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Just companies</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>New certified financial planner</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>One tree planted effective altruism</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Pax women leadership fund</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Randomized studies maximize impact</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Responsible impact credit cards</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Responsible investing future</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Retirement planning</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Shareholder advocacy</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Shareholder advocacy first</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Socially responsible investing</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Socially responsible investing news</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Sri esg mutual fund ratings</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Sustainable development goals</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Sustainable investing</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Sustainable responsible impact investing</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Tax planning</td><td>AI guess</td><td></td></tr>
<tr><td>Services</td><td>Service</td><td>Tiaa not fiduciary practices</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Yourstake investment impact reporting</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Services</td><td>Service</td><td>Yourstake org shareholder advocacy</td><td>From their website</td><td>Business website</td></tr>
<tr><td>Links</td><td>Facebook</td><td>https://facebook.com/impactfinancialplanners</td><td>AI guess</td><td>Our record</td></tr>
<tr><td>Links</td><td>Instagram</td><td>https://instagram.com/impactfinancialplanners</td><td>AI guess</td><td>Our record</td></tr>
<tr><td>Links</td><td>Website</td><td>https://impactfinancialplanners.com/</td><td>Confirmed</td><td>Google Business Profile</td></tr>
</tbody>
</table>
</section>
<section id="ai-services-and-prices">
<h3>Services and prices</h3>
<p>These are the 28 services Impact Financial Planners offers, with the price where we have one and where it came from.</p>
<table>
<thead><tr><th scope="col">Service</th><th scope="col">Price</th><th scope="col">Price mark</th><th scope="col">Price evidence</th><th scope="col">Service mark</th></tr></thead>
<tbody>
<tr><td>Yourstake org shareholder advocacy</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Chartered sri counselor csric</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Climate change investments</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Affirmativesg sustainable responsible impact investing</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Esg asset classes</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Impact financial planners advisors</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Impact investing conference</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>New certified financial planner</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Esg integration portfolio</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Ethos investment impact evaluation</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Giving green fight climate change</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Greenbacker solar investments</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Hard social conscience invest</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Impact investing first affirmative</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Investing next economy</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Just companies</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>One tree planted effective altruism</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Responsible investing future</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Shareholder advocacy first</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Randomized studies maximize impact</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Responsible impact credit cards</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Sustainable responsible impact investing</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Pax women leadership fund</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Socially responsible investing news</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Sri esg mutual fund ratings</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Sustainable development goals</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Tiaa not fiduciary practices</td><td></td><td></td><td></td><td>From their website</td></tr>
<tr><td>Yourstake investment impact reporting</td><td></td><td></td><td></td><td>From their website</td></tr>
</tbody>
</table>
<h4>Known for</h4>
</section>
<section id="ai-the-team">
<h3>The team</h3>
</section>
<section id="ai-visiting-impact-financial-planners">
<h3>Visiting Impact Financial Planners</h3>
<p>Address: 4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA. Phone: (424) 358-5410. Hours: Mon 8 AM to 7 PM · Tue to Fri 8 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)</p>
<h4>Location info from Google Business Profile</h4>
<p>From Google Business Profile: "Sustainable, Responsible, Impact Investing - You can make a positive impact through your investments without sacrificing financial return – through screening, shareholder advocacy and community investing. Impact Financial Planners is an independent, comprehensive, fee-only financial planning firm. We do not receive any commissions and do not sell any products – so that we can be unbiased and be solely dedicated to meeting your needs as fiduciaries. We work with you on all aspects of your financial well-being, including: asset management; retirement planning; taxes; estate planning; impact investing. Our fee is based on the assets that we manage."</p>
<h4>Parking and getting in</h4>
<h4>Nearby</h4>
<table>
<thead><tr><th scope="col">Place</th><th scope="col">Type</th><th scope="col">Distance</th></tr></thead>
<tbody>
<tr><td>Gravitas Club</td><td>Restaurant</td><td>1 min walk</td></tr>
<tr><td>433 N Camden Dr Garage</td><td>Parking lot</td><td>1 min walk</td></tr>
<tr><td>Beverly Hills Public Parking</td><td>Parking garage</td><td>1 min walk</td></tr>
<tr><td>Parking</td><td>Parking lot</td><td>1 min walk</td></tr>
<tr><td>La Colombe Coffee Workshop</td><td>Coffee shop</td><td>1 min walk</td></tr>
<tr><td>Le Pain Quotidien</td><td>Restaurant</td><td>1 min walk</td></tr>
</tbody>
</table>
</section>
<section id="ai-reputation">
<h3>Reputation</h3>
<h4>Press</h4>
<h4>Awards</h4>
<h4>Directories</h4>
</section>
<section id="ai-questions-people-ask">
<h3>Questions people ask</h3>
<h4>torn between Impact Financial Planners and AIO Fee Only for Personalized investment strategies?</h4>
<h4>anyone tell me what a first visit here involves</h4>
<h4>Do they post anywhere?</h4>
<h4>Booking here, how does it work?</h4>
<h4>Open Saturdays here?</h4>
<h4>Whereabouts is this place?</h4>
<h4>cheaper than this place in Beverly Hills without it being sketchy?</h4>
<h4>any last minute slots at Impact Financial Planners?</h4>
<h4>points or member pricing at Impact Financial Planners, worth signing up?</h4>
<h4>anywhere on 4th 6th to sit while I wait</h4>
<h4>parking at Impact Financial Planners, where does everyone put the car?</h4>
<h4>opening hours at Impact Financial Planners in Beverly Hills, what are they these days?</h4>
<h4>are prices in Beverly Hills higher than everywhere else</h4>
<h4>what does Impact Financial Planners actually get right?</h4>
<h4>best financial planner in Beverly Hills</h4>
</section>
<section id="ai-what-ai-gets-wrong">
<h3>What AI gets wrong about Impact Financial Planners</h3>
<p>We ask ChatGPT, Perplexity and Gemini about Impact Financial Planners. These are the answers that don’t match this page.</p>
<p>ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026. Gemini, read by Local AI Registry on Aug 3, 2026.</p>
<table>
<thead><tr><th scope="col">Fact</th><th scope="col">What AI says</th><th scope="col">What this page says</th></tr></thead>
<tbody>
<tr><td>Address</td><td>Perplexity, read by Local AI Registry on Aug 5, 2026: 226 S Beverly Dr</td><td>4th & 6th Floors, 433 N Camden Dr, Beverly Hills, CA 90210, USA</td></tr>
</tbody>
</table>
</section>
<section id="ai-score">
<h3>The AI Score: 27 of 100</h3>
<p>It measures how likely AI engines are to recommend a business, and how accurately. Beverly Hills financial planners run 22 to 33. Fair starts at 45, good at 65. Impact Financial Planners scores 27, below the Beverly Hills average of 28. The same method scores every business on the registry.</p>
<table>
<thead><tr><th scope="col">Signal</th><th scope="col">Weight</th><th scope="col">Score</th><th scope="col">What it measures</th><th scope="col">Impact Financial Planners</th></tr></thead>
<tbody>
<tr><td>Retrieval grounding</td><td>26</td><td>0</td><td>Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on.</td><td>Poor</td></tr>
<tr><td>Off-property attestation</td><td>20</td><td>41</td><td>Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability.</td><td>Poor</td></tr>
<tr><td>AI visibility</td><td>14</td><td>33</td><td>Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service.</td><td>Poor</td></tr>
<tr><td>Reviews & response</td><td>12</td><td>Does not apply</td><td>The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim.</td><td></td></tr>
<tr><td>Backlink & citation authority</td><td>8</td><td>53</td><td>Domain authority and editorial quality of the sources that attest to you.</td><td>Fair</td></tr>
<tr><td>Google Business Profile</td><td>8</td><td>79</td><td>Required and recommended fields; update cadence. The listing AI pulls from first.</td><td>Good</td></tr>
<tr><td>Speed & mobile</td><td>7</td><td>59</td><td>Core Web Vitals at the 75th percentile, on a real phone.</td><td>Fair</td></tr>
<tr><td>Content freshness & schema</td><td>5</td><td>40</td><td>Crawl recency, intent alignment, valid JSON-LD, canonicals.</td><td>Poor</td></tr>
</tbody>
</table>
<p>Full method: https://localairegistry.com/methodology</p>
<p>How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business</p>
</section>
<section id="ai-entity-map">
<h3>Entity map</h3>
<p>Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.</p>
<table>
<thead><tr><th scope="col">Entity</th><th scope="col">Type</th><th scope="col">ID on this page</th><th scope="col">Same as</th><th scope="col">Relationship to Impact Financial Planners</th></tr></thead>
<tbody>
<tr><td>Impact Financial Planners</td><td>LocalBusiness</td><td>#business</td><td>https://impactfinancialplanners.com/</td><td>Subject of this page</td></tr>
<tr><td>Beverly Hills, California</td><td>City</td><td>#city</td><td></td><td>City Impact Financial Planners is in</td></tr>
<tr><td>Local AI Registry</td><td>Organization</td><td>#publisher</td><td>https://localairegistry.com</td><td>Publisher of this page</td></tr>
<tr><td>Steve Lee</td><td>Person</td><td>#author</td><td>https://localairegistry.com/team/steve-lee</td><td>Author of this page</td></tr>
</tbody>
</table>
</section>
<section id="ai-topical-map">
<h3>Topical map</h3>
<p>Where this page sits in the registry. It's one profile among the financial planners in Beverly Hills, linked to the lists and towns around it.</p>
<h4>Lists</h4>
<ul>
<li>Best financial planners in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills/financial-planner</li>
<li>Best businesses in Beverly Hills: https://localairegistry.com/leaderboards/ca/beverly-hills</li>
</ul>
<h4>Nearby</h4>
<ul>
<li>/san-jose: https://localairegistry.com/leaderboards/ca/san-jose</li>
<li>/los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles</li>
<li>/san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco</li>
<li>/san-diego: https://localairegistry.com/leaderboards/ca/san-diego</li>
<li>/irvine: https://localairegistry.com/leaderboards/ca/irvine</li>
<li>/mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view</li>
</ul>
<h4>Every list</h4>
<ul>
<li>Every leaderboard in California: https://localairegistry.com/leaderboards/ca</li>
</ul>
</section>
<section id="ai-references">
<h3>References</h3>
<h4>Sources cited</h4>
<ul>
<li>[1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJNciCpzS9woARSN5SwH9V6Kw (accessed Aug 3, 2026)</li>
<li>[2] impactfinancialplanners.com, https://impactfinancialplanners.com/yourstake-org-shareholder-advocacy/ (accessed Sep 18, 2026)</li>
<li>[3] impactfinancialplanners.com, https://impactfinancialplanners.com/affirmativesg-sustainable-responsible-impact-investing/ (accessed Sep 18, 2026)</li>
<li>[4] impactfinancialplanners.com, https://impactfinancialplanners.com/responsible-investing-future/ (accessed Sep 18, 2026)</li>
<li>[5] impactfinancialplanners.com, https://impactfinancialplanners.com/shareholder-advocacy-first/ (accessed Sep 18, 2026)</li>
<li>[6] impactfinancialplanners.com, https://impactfinancialplanners.com/socially-responsible-investing-news/ (accessed Sep 18, 2026)</li>
<li>[7] impactfinancialplanners.com, https://impactfinancialplanners.com/sri-esg-mutual-fund-ratings/ (accessed Sep 18, 2026)</li>
<li>[8] impactfinancialplanners.com, https://impactfinancialplanners.com/sustainable-development-goals/ (accessed Sep 18, 2026)</li>
<li>[9] impactfinancialplanners.com, https://impactfinancialplanners.com/sustainable-responsible-impact-investing/ (accessed Sep 18, 2026)</li>
<li>[10] impactfinancialplanners.com, https://impactfinancialplanners.com/tiaa-not-fiduciary-practices/ (accessed Sep 18, 2026)</li>
<li>[11] impactfinancialplanners.com, https://impactfinancialplanners.com/yourstake-investment-impact-reporting/ (accessed Sep 18, 2026)</li>
<li>[12] impactfinancialplanners.com, https://impactfinancialplanners.com/advocacy-impact/ (accessed Sep 18, 2026)</li>
<li>[13] impactfinancialplanners.com, https://impactfinancialplanners.com/chartered-sri-counselor-csric/ (accessed Sep 18, 2026)</li>
<li>[14] impactfinancialplanners.com, https://impactfinancialplanners.com/climate-change-investments/ (accessed Sep 18, 2026)</li>
<li>[15] impactfinancialplanners.com, https://impactfinancialplanners.com/esg-asset-classes/ (accessed Sep 18, 2026)</li>
<li>[16] impactfinancialplanners.com, https://impactfinancialplanners.com/esg-integration-portfolio/ (accessed Sep 18, 2026)</li>
<li>[17] impactfinancialplanners.com, https://impactfinancialplanners.com/ethos-investment-impact-evaluation/ (accessed Sep 18, 2026)</li>
<li>[18] impactfinancialplanners.com, https://impactfinancialplanners.com/giving-green-fight-climate-change/ (accessed Sep 18, 2026)</li>
<li>[19] impactfinancialplanners.com, https://impactfinancialplanners.com/greenbacker-solar-investments/ (accessed Sep 18, 2026)</li>
<li>[20] impactfinancialplanners.com, https://impactfinancialplanners.com/hard-social-conscience-invest/ (accessed Sep 18, 2026)</li>
<li>[21] impactfinancialplanners.com, https://impactfinancialplanners.com/impact-financial-planners-advisors/ (accessed Sep 18, 2026)</li>
<li>[22] impactfinancialplanners.com, https://impactfinancialplanners.com/impact-investing-conference/ (accessed Sep 18, 2026)</li>
<li>[23] impactfinancialplanners.com, https://impactfinancialplanners.com/impact-investing-first-affirmative/ (accessed Sep 18, 2026)</li>
<li>[24] impactfinancialplanners.com, https://impactfinancialplanners.com/investing-next-economy/ (accessed Sep 18, 2026)</li>
<li>[25] impactfinancialplanners.com, https://impactfinancialplanners.com/just-companies/ (accessed Sep 18, 2026)</li>
<li>[26] impactfinancialplanners.com, https://impactfinancialplanners.com/new-certified-financial-planner/ (accessed Sep 18, 2026)</li>
<li>[27] impactfinancialplanners.com, https://impactfinancialplanners.com/one-tree-planted-effective-altruism/ (accessed Sep 18, 2026)</li>
<li>[28] impactfinancialplanners.com, https://impactfinancialplanners.com/pax-women-leadership-fund/ (accessed Sep 18, 2026)</li>
<li>[29] impactfinancialplanners.com, https://impactfinancialplanners.com/randomized-studies-maximize-impact/ (accessed Sep 18, 2026)</li>
<li>[30] impactfinancialplanners.com, https://impactfinancialplanners.com/responsible-impact-credit-cards/ (accessed Sep 18, 2026)</li>
<li>[31] AI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026; Gemini, read by Local AI Registry on Aug 3, 2026, https://localairegistry.com/methodology (accessed Sep 18, 2026)</li>
</ul>
</section>
</article>
</main>
</body>
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References
Change historyConfirmedVisitor submittedAI guessShow references (31)
This is the evidence for every fact on this page, across Locals, Services, Team, Visit, Reputation and Updates. Each reference names the fact, the source, what kind of source it is, and the date it was checked, with a link and an archived copy so anyone can verify it. Visitor references are dated firsthand accounts. AI guesses record what an AI engine said on that date, not what is true.
- [1]VisitName, address, phone, hours and 2 other detailsGoogle Business Profile.Primary source · Accessed Aug 3, 2026 · https://www.google.com/maps/place/?q=place_id:ChIJNciCpzS9woARSN5SwH9V6Kw
- [2]ServicesYourstake org shareholder advocacyimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/yourstake-org-shareholder-advocacy/
- [3]ServicesAffirmativesg sustainable responsible impact investingimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/affirmativesg-sustainable-responsible-impact-investing/
- [4]ServicesResponsible investing futureimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/responsible-investing-future/
- [5]ServicesShareholder advocacy firstimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/shareholder-advocacy-first/
- [6]ServicesSocially responsible investing newsimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/socially-responsible-investing-news/
- [7]ServicesSri esg mutual fund ratingsimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/sri-esg-mutual-fund-ratings/
- [8]ServicesSustainable development goalsimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/sustainable-development-goals/
- [9]ServicesSustainable responsible impact investingimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/sustainable-responsible-impact-investing/
- [10]ServicesTiaa not fiduciary practicesimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/tiaa-not-fiduciary-practices/
- [11]ServicesYourstake investment impact reportingimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/yourstake-investment-impact-reporting/
- [12]Visitimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/advocacy-impact/
- [13]ServicesChartered sri counselor csricimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/chartered-sri-counselor-csric/
- [14]ServicesClimate change investmentsimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/climate-change-investments/
- [15]ServicesEsg asset classesimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/esg-asset-classes/
- [16]ServicesEsg integration portfolioimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/esg-integration-portfolio/
- [17]ServicesEthos investment impact evaluationimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/ethos-investment-impact-evaluation/
- [18]ServicesGiving green fight climate changeimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/giving-green-fight-climate-change/
- [19]ServicesGreenbacker solar investmentsimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/greenbacker-solar-investments/
- [20]ServicesHard social conscience investimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/hard-social-conscience-invest/
- [21]ServicesImpact financial planners advisorsimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/impact-financial-planners-advisors/
- [22]ServicesImpact investing conferenceimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/impact-investing-conference/
- [23]ServicesImpact investing first affirmativeimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/impact-investing-first-affirmative/
- [24]ServicesInvesting next economyimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/investing-next-economy/
- [25]ServicesJust companiesimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/just-companies/
- [26]ServicesNew certified financial plannerimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/new-certified-financial-planner/
- [27]ServicesOne tree planted effective altruismimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/one-tree-planted-effective-altruism/
- [28]ServicesPax women leadership fundimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/pax-women-leadership-fund/
- [29]ServicesRandomized studies maximize impactimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/randomized-studies-maximize-impact/
- [30]ServicesResponsible impact credit cardsimpactfinancialplanners.com.Primary source · Accessed Sep 18, 2026 · https://impactfinancialplanners.com/responsible-impact-credit-cards/
- [31]Services8 servicesAI engine output: ChatGPT and Perplexity, read by Local AI Registry on Aug 5, 2026; Gemini, read by Local AI Registry on Aug 3, 2026.AI engine output · Accessed Sep 18, 2026 · https://localairegistry.com/methodology