# 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)