Rudy Villa III, CFP®, MBA IMPACT Money Management

About Rudy Villa III, CFP®, MBA

Hello, I’m Rudy Villa III and I am the Founder and Senior Financial Planner of IMPACT Money Management.

We are a modern practice designed for serving diverse professionals of the working class. What does that mean? It means that if you are in your 30s, 40s, and 50s, work hard for your money and have never been exposed to financial literacy, shunned away because you didn’t meet asset minimums, felt inadequate to receive guidance, or had a negative advising experience, then we’re the right company for you.

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Ideal Clients

  • Gen Y/Millennials
  • Mid-Career Professionals
  • Minorities
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $100+/mo
  • AUM: 0.95%

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