First Financial Consulting

Updated today

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Client assets under management

$739,197,300

Clients

636

77% high-net worth

Advisors

of 12 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$1,162,260

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Main office location

First Financial Consulting

517 South Lake Avenue

Pasadena CA 91101, United States

Number of offices

Most active in

California

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Instagram Website 626-844-4630

Advisors at this firm

Gregory W

Series 63

Pasadena, CA

First Financial Consulting

Scott S

ChFC®, Series 63

Pasadena, CA

First Financial Consulting

Luis S

Series 66

Pasadena, CA

First Financial Consulting

Daniel B

CFP®, Series 66

Pasadena, CA

First Financial Consulting

Christian W

Series 66

Pasadena, CA

First Financial Consulting

John G

Series 63, Series 65

Pasadena, CA

First Financial Consulting

Christopher S

CFP®, Series 65

Pasadena, CA

First Financial Consulting

Chad G

Series 63, Series 66

Pasadena, CA

First Financial Consulting

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