I’m happy to share that I’ve obtained a new certification: Wealth Management Specialist? or WMS? Professional Designation from College for Financial Planning.
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Impact Family Office
金融服务
Santa Barbara，California 585 位关注者
An impact-focused, collaborative multi-family office, with no assets under management, serving as advisors and trustees.
关于我们
Impact Family Office is an impact-focused, collaborative multi-family office with no assets under management. We provide clients with customized services based on the belief that all financial decisions create an impact on families, communities, and the world. We guide the development of a purposeful impact strategy that can create intentional alignment of capital resources with values. We serve as guides, advisors, and trustees to assist in the decision-making, management, and deployment of financial resources. We are committed to providing honest advice and transparent operations through clarity of all third-party relationships and conflict-free financial transactions.
- 网站
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https://www.impactfamilyoffice.com
Impact Family Office的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Santa Barbara，California
- 类型
- 私人持股
- 创立
- 2016
- 领域
- Impact Strategy、Family Office Services、Impact Investing、Financial Consulting、Philanthropy、Multi-Family Office、Independent Trustee和Trustee
地点
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主要
获取路线
Coast Village Circle
US，California，Santa Barbara，93108
Impact Family Office员工
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Kiah Jordan, MSSE, CFP?, ChFC?, CLPF
Founder, Professional Trustee at Impact Family Office
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Keith Cobell
I work at the intersection of impact, business, economic development, philanthropy, and technology. I get to do really cool stuff.
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Grant Meidal
Administrator at Impact Family Office
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Felicia Luong Boyd, CPA
Director of Financial Services at Impact Family Office
动态
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Family Office & Professional Trustee Trusts & Estates Weekly - The WAY to WOW Shows Kiah Jordan, MSSE, CFP?, ChFC?, CLPF talks about his family office practice and how as his clients aged, he expanded into trust and estate administration, providing generational continuity. We discuss practical, ethical, and moral issues related to the duties of a family office and professional fiduciary. Join the conversation every Monday at 10:00 a.m. PT/1:00 p.m. ET on our YouTube channel, YouTube.com/@TheWAYtoWOW or your favorite social media. Host Kevin Bemel has spent over 30 years in business and 16 years in the United States Navy, including 10 years coaching and mentoring job-hunters and entrepreneurs. He has CA Professional Fiduciary License #1341 and CA Real Estate Salesperson License #00876185. #estateplanning #attorney #accountant #fiduciary #insurance #investing #realestate #beneficiary #heirs #trusts #estates #wills #probate #success #RelationshipsPillar #PursuitsPillar #3PillarsofAttainment For more insights on #finances, #relationships, #mindset, and other topics… *Please subscribe to our YouTube channel https://lnkd.in/gSn55CjK Watch live, connect, and communicate on: Email [email protected] LinkedIn https://lnkd.in/gQBbfg2E Facebook https://lnkd.in/geSSR7KX X https://lnkd.in/gAKhWUiH Twitch https://lnkd.in/dd3bQD7T Telegram https://t.me/thewaytowow Instagram https://lnkd.in/gs66_MEv Watch on your favorite podcast platform: YouTube https://lnkd.in/gMRaVYAc Spotify https://lnkd.in/grG-6HrY Apple Podcast https://lnkd.in/gVTNsgef Are you or do you know someone who works with trusts, estates, and probates? Let us know… Enjoy!
Bedrock: The Impact on Families
www.dhirubhai.net
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We're #hiring a new Family Office Bookkeeper in Santa Barbara, California. Apply today or share this post with your network.
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We’re #hiring a new Accounting Associate/Manager in Santa Barbara, California. Apply today or share this post with your network.
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We crowned our 4-week Entrepreneurial Leadership Professional course with a transformative session on "People, Purpose, Profit and Planet." A huge thank you to the exceptional Mr. Kiah Jordan, MSSE, CFP?, ChFC?, CLPF for his invaluable insights, engaging delivery, and wealth of knowledge shared with our senior leaders. Your impact is deeply appreciated! ?#PALI #EntrepreneurialLeadership #LeadershipDevelopment #Gratitude Ama AernanDr. Kofi Osei-KusiHulda Antwi Ama Aernan Seumbur I. Elias God-Fred Tawanda Mhoka Selma Nasheya Iris Mhlanga Dele Arogundade fdc psc(pak) CEng MSc Abdallah Mohammed - MBA, CILT, BA Dr. Lawrence Awuku-Boateng Lwazi Mbambo FoundationAriel LichabaAriel LichabaDr Princess Nikiwe Bam Hermenegildo Cuamba Rockson Afetsrom Dr. Evans DUAH, ACMA, CGMA, CA, CGIA, ICCE, FCILG, MIoD Isaac Abramowitz Dr. Victor Abbey, FCILG, MIoD
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