Advisors at this firm
Scott P
CFP®, Series 63, Series 65
Campbell, CA
Seek First Inc.
Scott Pearring is a CFP® with 15 years of industry experience, currently serving as an advisor at Seek First Inc. He has previously worked at firms including G.A. Repple & Company and Expand Financial Group, LLC. Mr. Pearring is also an insurance agent appointed with various companies to receive trail commissions but does not write new policies. Seek First Inc. is a supported advisory firm serving individuals and high-net-worth households with comprehensive financial planning, tax, estate, and insurance planning alongside discretionary portfolio management. The firm manages approximately $203 million in discretionary assets and employs a fundamental analysis and strategic asset allocation approach, integrating third-party professionals into a bundled consulting program.
Aaron B
Series 65
Ellensburg, WA
Seek First Inc.
Aaron Beeson is a Series 65-credentialed advisor with four years of industry experience. He works at Seek First Inc. in Ellensburg, WA, where he has been since 2021. His prior experience includes roles at Cambridge Advisor Solutions and Beeson LLC. Seek First Inc. serves individuals and high-net-worth households by providing comprehensive financial planning, tax, estate, and insurance planning alongside discretionary portfolio management. The firm employs fundamental analysis and strategic asset allocation, offering a bundled consulting program that coordinates outside accounting, legal, and insurance professionals.
Trystan C
Series 65
San Diego, CA
Seek First Inc.
Trystan Cleaver is a financial advisor at Seek First Inc. with two years of industry experience. He holds a Series 65 designation and has worked at Coastwise Capital Group and The Duck Dive, among other roles. Seek First Inc. serves individuals and high-net-worth households by providing comprehensive financial, tax, estate, and insurance planning alongside discretionary portfolio management. The firm uses fundamental analysis and strategic asset allocation to build portfolios and offers a bundled consulting program that coordinates outside accounting, legal, and insurance professionals.