First Financial Consulting
Fee-Only Private Financial Planning and Investment Consulting. We serve both individual and corporate clients and have an extensive history of helping owners of closely-held businesses reach their financial goals. Our purpose is to provide our clients with objective, non-biased advice on a variety of personal financial issues to enable them to make wise decisions about their financial future. We help our clients develop a successful financial plan, help them implement the plan, and then monitor progress over time. We are dedicated to the highest standards of trust, integrity and service. First Financial Consulting operates on a Fee-Only basis, which means we do not sell a product or earn commissions of any kind. The goal of this approach is to assure the client that they are receiving objective, non-biased advice free from any potential conflict of interest. First Financial Consulting is a Registered Investment Advisor and a proud member of the National Association of Personal Financial Advisors (NAPFA). First Financial Consulting was established in 1976. Our office is located in Pasadena CA.
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Verified contacts
15
available on Kipplo
LinkedIn employees
24
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
3
tools in use
Monthly traffic
357
organic / mo
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Decision-makers and verified team members
15 contacts with verified email or phone · masked until revealed.
- GW
Greg Welborn
Principal · Finance & Accounting
EmailPhone - SS
Scott Sommers
Principal · Finance & Accounting
EmailPhone - CG
Chad Germann
Registered Investment Advisor · Finance & Accounting
EmailPhone - DB
Danny Beckwith
Financial Planner · Finance & Accounting
EmailPhone - CW
Christian Welborn
Financial Advisor and Certified Financial Planner · Other
EmailPhone - CS
Christopher Siraganian
Financial Advisor · Finance & Accounting
EmailPhone - JG
John Griesinger
Senior Advisor · General Business & Management
EmailPhone - LS
Luis Salas
Paraplanner and Tamarac Platform Manager · Other
EmailPhone
Showing 8 of 15 verified contacts
Top roles at First Financial Consulting
12 distinct titles indexed · top 10 shown.
- 2client relationship manager & office manager
- 2client services manager
- 2principal
- 1assistant back-office
- 1financial advisor
- 1financial advisor and certified financial planner
- 1financial consulting
- 1financial planner
- 1marketing coordinator
- 1paraplanner and tamarac platform manager
- +2more titles
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