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FiveStar 2019
 
AIF Badge
 

 

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,528 Los Angeles area wealth managers were considered for the award; 154 (4 percent of candidates) were named 2019 Five Star Wealth Managers.  (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Invest and Live Intentionally

Welcome Women, Men, Executives, and Retirees! 

Simple Impact offers financial wisdom and an investment platform for all your IRA, 401(k), and Trust accounts. Founded in 2014 by veteran wealth advisor Shannon M. Sutherland, better known as Shane, we offer you holistic planning services and investment model strategies that align with your values and long term goals. Our mission is to help our clients invest and live intentionally by helping them put their time, money, and resources into getting what they really want.

Simple Impact LLC in Calabasas, California is a branch office backed by the nation’s largest privately held broker/dealer, Commonwealth Financial Network®, founded in 1979. With more than 1,778* producing advisors and a home office support staff of a little more than 800, Commonwealth advisors' combined account assets are approximately $156 billion with $1.2 billion in revenues in 2017. Commonwealth is headquartered in Waltham, Massachusetts, and San Diego, California.    

*As of 12/31/2017

Office location:
4500 Park Granada, Suite 202
Calabasas, CA 91302

Phone:
310.773.4411