Simple Impact, LLC - Home

Welcome Women, Men, Executives, Artists, and Retirees!

Simple Impact provides financial foundations, thereby freeing up mental energy to allow you to focus on your passions and family. We offer financial wisdom and a investment platform for all your retirement accounts and trusts. 

Our goal is to make investing feel easy. We offer one-on-one and group core financial lessons to help you succeed and create a plan for your future.

Our vision is to support the leaders of the city, state, nation, and sometimes the world. Our investment offerings are chosen for their outstanding stewardship and potential stakeholder returns. We use technology for maximum efficency. We want to hear you and know you. Are you passionate about sustainability and gender diversity, too?        

Simple Impact is a female-owned, boutique financial services company based in Santa Monica, California. We are a branch office backed by the nation’s largest privately held broker/dealer, Commonwealth Financial Network®, founded in 1979. With more than 1,710 producing advisors and a home office support staff of a little more than 800, Commonwealth advisors' combined account assets are approximately $100 billion with $1 billion in revenues in 2015. Commonwealth is headquartered in Waltham, Massachusetts, and San Diego, California.    

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Most Recent Article

Which College Savings Plan Is Right for You?

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We’re thrilled to appear in Forbes magazine! Take a look at our profile:

 

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