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VerifiedFinancial Services· Founded 1976

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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HeadquartersPasadena, United StatesEmployees24(11 to 50)Annual revenue$1M to <$10MFounded year1976Websitefirstfinancial.isLinkedIn profileLinkedIn

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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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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