First Financial Consulting Celebrates 45 Years of Real Financial Advice

First Financial Consulting announced the company had reached its 45th anniversary of providing high-quality, objective advice to individuals and families. End Quote

Los Angeles-Long Beach, CA (1888PressRelease) March 16, 2022 - According to Greg Welborn, Principal, “We are thrilled to achieve another significant milestone in our history. While 45 years is substantial, what’s even more important is the number of clients we have helped achieve their goals. That’s the real reason we’re here in the first place. “

First Financial was founded in 1975 in Pasadena, CA with a very different approach to financial planning and investment management. In a market dominated by brokers, the firm wanted to provide genuine advice, not a thinly veiled sales pitch. So we helped pioneer a better way, offering financial planning and investments on a 100% fee-only basis. Instead of providing services riddled with conflicts of interest, we offered true advice for a transparent fee.

Scott Sommers, a Principal with the firm, explains First Financial’s origins. “Our starting point was quite humble; initially, just a father and son working out of a back room. The greatest challenge in those early days was explaining this new way of providing objective advice. Nobody had heard of financial advisors providing advice free from any conflict of interest. It took a while, but the concept caught on.”

Fortunately, the team’s persistence paid off. Today, First Financial serves clients across the nation. We also joined with other firms who commit to this business model: we are a proud member of NAPFA, the National Association of Personal Financial Advisors.

The press finally caught on as well. Whether you turn on ABC, CBS, NBC, CNN, Fox, The Wall Street Journal, or Bloomberg, financial commentators agree that the “fee-only” model is the only way to obtain truly objective advice.

Fast forward 45 years, and First Financial Consulting is still going strong. We employ talented team members who are equally passionate about delivering results in a collaborative environment where our sole focus is the client’s best interests. Whether you need a little or a lot of advice, we take the time to learn about who you are, what you want to achieve, and how we can help make those dreams a reality. Once that’s decided, we create an action plan to make it all happen.

Interested in Learning More about Fee-only Financial Advice?

Fee-only financial planning frees you from conflicted advice that can harm your future. Here’s how this approach is different.

-We’re objective. We don’t earn commissions, so there is no conflict of interest or motivation to recommend products. Instead, we act as your fiduciary, where we commit to putting your interests first, always.

-We look at your whole financial picture, not just part of it. We don’t just look at accounts you hold with us; we look at everything. So your financial plan will consider your employer retirement accounts, real estate and outside investments, whatever they may be. That way, we can help you plan your entire financial life to minimize risks and achieve your goals.

-We provide results-driven advice. We determine our scope based on your needs, not on a product-driven sales cycle. So you get the help you need and avoid paying for products or advice you didn’t want. Our service includes attention to estate planning, tax planning, college planning, asset protection and other areas, so you aren’t left with blind spots. Most importantly, we judge our service to you based on results, not product sales.

-We can provide a true second opinion. You might be happy with your current advisor but value a second opinion. Because we’re not limited by any product company affiliations, we can give you objective feedback so you know if you’re on the right track or not.

For more information on First Financial Consulting and our financial planning and investment management services, please visit https://firstfinancial.is/. We are located in Pasadena, CA but work with clients all across the US.

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