Financial Planning First, LLC

Matthew Sullivan is a CFP® professional with 19 years of industry experience. He is the sole advisor at Financial Planning First, LLC, where he has worked since 2022. Prior to that, he spent 10 years at Imus Wilkinson Investment Management, LLC. Financial Planning First, LLC provides comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $109 million in client assets and emphasizes asset allocation and diversification through mutual funds, ETFs, institutional share classes, and third-party managers.

Juan Pantoja is a financial advisor at Financial Planning First, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Imus Wilkinson Investment Management, LLC, and Synergy Financial, LLC. Outside of advisory work, he manages and operates businesses in commercial real estate and flooring supply. Financial Planning First, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and business entities. The firm manages approximately $109 million in client assets and focuses on asset allocation, diversification, and the use of third-party managers and unified managed account services.

Gary Imus is a financial advisor with Financial Planning First, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Imus Wilkinson Investment Management, LLC for 12 years before joining his current firm in 2022. Outside of his advisory work, he is involved in property management as the owner of Agave Properties. Financial Planning First, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses, managing approximately $109 million in client assets. The firm focuses on asset allocation and diversification through mutual funds, ETFs, and institutional share classes, incorporating third-party managers and unified managed account services as appropriate.