Rafik Fouad
Advisor at First Pacific Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at First Pacific Financial, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Vancouver, WA 98660
Credentials
CFP®, Series 66
Industry experience
17 years
Rafik Fouad is a CFP® professional with 17 years of industry experience, currently serving at First Pacific Financial, Inc. since 2016. He previously worked at KMS Financial Services, Inc. from 2014 to 2017. Outside of his advisory role, Fouad is involved with nonprofit organizations, including serving on the finance and investment committees of YWCA Clark County and assisting the Sisters of St. Mary of Oregon and PeaceHealth with their investment and planned giving strategies. First Pacific Financial serves a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm offers financial planning, wealth management, and retirement plan consulting, utilizing a range of investment vehicles guided by both quantitative and qualitative analysis, with oversight from an Investment Committee.
Based on First Pacific Financial, Inc.
Based on First Pacific Financial, Inc.
Flat fees generally up to $15,000 per project for financial planning and consulting services; may be higher with client consent.
$0+: Up to 1.25% annually for Wealth Management Services $0+: Up to 1.00% annually for Charitable and Non-Profit Advisory Services $0+: 0.90% annually for Spark Financial Advisory asset management services (Betterment for Advisors)
Up to $500 per hour for financial planning and consulting services.
Fee-only: Flat fees up to $15,000 per project for financial planning and consulting services; hourly fees up to $500 per hour.
610 Esther Street, Suite 100
Vancouver, WA 98660
Oregon · Washington
First Pacific Financial
2016 - Present (10 years)
KMS Financial Services, Inc.
2014 - 2017 (3 years)
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