Start with a Friendly Conversation with an Online Financial Advisor
First Financial Consulting is a fee-only financial advisor firm in Pasadena, CA, dedicated to providing 100% objective retirement planning and investment management services tailored to your unique situation, needs, and goals. Our team of experienced financial consultants, led by principals Greg Welborn and Scott Sommers, offers a comprehensive approach to financial planning, ensuring that every client receives personalized advice and service.
Our Commitment to Objectivity
As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan that reflects the client's specific situation, free from any conflicts of interest. Our goal is to provide predictability and accountability in everything we do, ensuring that our clients receive the best possible guidance to achieve their financial objectives.
Comprehensive Financial Planning
Our financial consultants work to understand the totality of the client's situation and develop a comprehensive plan that addresses their specific needs and goals. We offer a wide range of services, including investment management, financial planning, retirement planning, tax planning, estate planning, wealth planning, and insurance planning. By taking a holistic approach to financial planning, we are able to provide our clients with a clear and actionable roadmap to achieve financial success.
Experienced and Certified Professionals
Our team of certified financial planners (CFPs) has over 45 years of combined experience in the financial industry. Our advisors are committed to ongoing education and professional development, ensuring that they remain up-to-date on the latest trends and best practices in financial planning. With over $500 million in assets under management, we have the resources and expertise to handle even the most complex financial situations.
Why Choose First Financial Consulting?
At First Financial Consulting, we believe that every client is unique, and we take the time to get to know your concerns, goals, and dreams. Our financial consultants don't try to make one size fit all; we take the time to learn about who you are, what you need, and whether we can help you with your retirement planning needs. Successful retirement planning all starts with a friendly conversation. Book a consultation today and experience the difference of working with a fee-only financial advisor.
Overview of First Financial Consulting Reviews
Positive Experiences
Reviews highlight the firm's competence, personalized approach, and high level of expertise in investment management and financial planning. Clients praise the firm's fiduciary approach, tailored investment strategies, and exceptional customer service.
Firm's Strengths
- Competent and knowledgeable team
- Personalized approach with a local touch
- Fiduciary approach to investment management
- Exceptional customer service
- High level of expertise in financial planning and investment strategy
- Ability to understand and address clients' long-term objectives
- Trustworthy and ethical practices
Client Testimonials
Clients express gratitude and trust in the firm, citing their ability to provide tailored investment strategies, expert guidance, and unparalleled customer service. Many clients have been with the firm for 15 years or more, and report feeling confident and secure in their financial futures.
Firm's Expertise
The firm's expertise is evident in their ability to navigate complex financial markets, provide strategic guidance, and offer personalized advice on investment management, retirement planning, and college funding.
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