Helping You Achieve Your Retirement & Financial Goals

First Financial Consulting provides 100% objective retirement planning and investment management services, specifically tailored to your unique situation, needs and goals.

As Seen In

fee only financial planner
First Financial Consulting Featured In

First Financial Consulting, Financial Advisor Firm in Pasadena, CA

The Benefits of Working with Our Fiduciary Financial Advisors

1

We Provide 100% Objective Advice
As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.

2

We Look at the Whole Picture
Our financial planning consultants work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.

3

We Give Advice Whenever You Need it
As a fee-only financial advisor in Pasadena, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.

First Financial Consulting

First Financial in Pasadena specializes in helping people planning for retirement, or already enjoying retirement, as well as families and professionals in earlier phases of life. We’re the best financial advisors for retirement because we provide exceptional personal service and maintain the highest professional and ethical standards.

Greg Welborn describes what makes fee-only advice different
Play Video about Greg Welborn describes what makes fee-only advice different

Financial Consulting Starts with a Friendly Conversation

We believe that every client is unique. We want to take the time to get to know your concerns, goals, and dreams. Our financial consultants don’t try to make one size fit all; we take the time to learn about who you are, what you need, and whether we can help you with your retirement planning needs as a retirement financial advisor. Successful retirement planning all starts with a friendly conversation.

Scott Sommers
Principal

Chad Germann
Senior Advisor

John Griesinger
Senior Advisor

Danny Beckwith, CFP®
Senior Advisor

Christian Welborn, CFP®
Advisor

Chris Siraganian, CFP®
Senior Advisor

Greg Welborn
Principal

Erika Hetzer
Client Onboarding

Morgan Weiss
Client Relations

Luis Salas Ruiz
Paraplanner

Courty Welborn
Marketing Coordinator

Scott Sommers
Principal

Chad Germann
Senior Advisor

John Griesinger
Senior Advisor

Danny Beckwith, CFP®
Senior Advisor

Christian Welborn, CFP®
Advisor

Chris Siraganian, CFP®
Senior Advisor

Greg Welborn
Principal

Erika Hetzer
Client Onboarding Specialist

Morgan Weiss
Client Relationship Manager

Luis Salas Ruiz
Paraplanner

Courty Welborn
Marketing Coordinator

fee only financial planner

CERTIFIED FINANCIAL PLANNERS™

The gold standard of excellence for the top financial advisors

fee only financial planner

Fee-Only Fiduciary Advice

Our Pasadena financial advisors always put your best interests ahead of our own

fee only financial planner

Over 45 Years in Business

Stability and breadth of experience to handle any situation

fee only financial planner

$500M + Assets Under Management

Size and scale to our clients’ benefit

fee only financial planner

Total Wealth Management

Full range of financial planning and investment services

What Makes Fee-Only Advice Different?

Fee-only financial planning means 100% objective advice. It’s just that simple. When you’re making important financial decisions that will affect your future, you need to know the financial consulting advice is 100% objective, is based on solid experience, and there is no product sale at the end.

First Financial Consulting

We offer 100% objective advice, free from any conflicts of interest.

We provide personalized comprehensive advice and service.

We provide predictability and accountability in everything we do.

We have 45+ years of proven expertise and knowledge.

Other Firms

Have numerous conflicts of interest and earn commissions.

Usually rely on cookie-cutter solutions and financial products.

Other “advisors” won’t tell you what they’re doing with your portfolio. 

Have experience in SELLING you financial products you don’t need.

Meet with the Best Financial Advisors in Pasadena, CA

What Services do We Provide?

As part of our commitment to our clients’ ongoing success, our financial consultants offer a comprehensive approach to financial planning by providing the key services which help you plan for retirement, preserve your wealth, and provide a lasting legacy for your family.

Financial Planning

We believe that financial success begins with a solid financial plan. Our financial consulting approach always puts your needs and goals first.

Investment Management

Our financial consultants’ approach to investment management is built on three key concepts: objectivity, predictability, and accountability. 

Fee Only Advice

When faced with important financial decisions that will affect your future, you need to know that the financial consulting you receive is in your best interests.

Retirement Planning

Retirement planning is critical to a successful retirement. Our retirement planners work tirelessly to help you successfully retire.

Tax Planning

Tax planning can drastically decrease the amount of taxes you pay. The key is finding the right strategies that meet your specific financial situation.

Estate Planning

Estate planning is too important to be a neglected after thought. Your estate plan is your way of protecting your family and preserving your legacy.

Wealth Planning

Wealth planning is a specialized area of planning. It is the most comprehensive approach you can take focusing on multiple generations of your family.

Insurance Planning

Insurance planning allows you to identify the greatest risks to your financial future and then develop a strategy to eliminate or mitigate those risks.

Other Planning

Need help with something else? Our financial advisors have experience in every facet of financial planning. Let us know how we can help.

First Financial Insights

Download our

Financial Planning Guides

fee only financial planner

Understanding Annuities

fee only financial planner

Saving for
College

fee only financial planner

Preparing for Retirement

fee only financial planner

Life
Insurance

fee only financial planner

Understanding
Your 401k

fee only financial planner

Income
& Cashflow

Download our

Financial Planning Guides