Ian  McLeod,  CFP<sup>&reg;</sup> - Financial Advisor

Ian McLeod, CFP®

AIF®

Senior Financial Advisor

Impact Investors, Inc.

548 Market St #82444
San Francisco, CA 94104-5401
FINANCIAL ADVISOR'S WEBSITE
(888) 463-6861

General

Ian McLeod is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Impact Investors, Inc. in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Accredited Investment Fiduciary® (AIF®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Retirement, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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