Professional Financial Consultants
We provide 100% objective retirement planning and investment management services, specifically tailored to your unique situation, needs and goals.
As Seen In
First Financial Consulting, Financial Advisor Firm in Pasadena, CA
The Benefits of Working with Us
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
We 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, 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
We specialize in helping people planning for retirement, or already enjoying retirement, as well as families and professionals in earlier phases of life. We provide exceptional personal service and maintain the highest professional and ethical standards.
Start 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. We 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. Successful retirement planning all starts with a friendly conversation.
Scott Sommers
Principal
Chad Germann
Senior Advisor
John Griesinger
Senior Advisor
Danny Beckwith
CFP®
Christian Welborn
Associate Advisor
Chris Siraganian
CFP®
Greg Welborn
Principal
Erika Hetzer
Client Onboarding
Morgan Weiss
Client Support
Scott Sommers
Principal
Chad Germann
Senior Advisor
John Griesinger
Senior Advisor
Danny Beckwith
CFP®
Christian Welborn
Associate Advisor
Chris Siraganian
CFP®
Greg Welborn
Principal
Erika Hetzer
Client Onboarding Specialist
Morgan Weiss
Client Support Specialist
Certified Financial Planner Professionals
The gold standard of excellence for financial planners
Fee-Only Fiduciary Advice
We always put your best interests ahead of our own
Over 45 Years in Business
Stability and breadth of experience to handle any situation
$500M + Assets Under Management
Size and scale to our clients’ benefit
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 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.
Meet with an Advisor
What Services do We Provide?
As part of our commitment to our clients’ ongoing success, we 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 planning approach always puts your needs and goals first.
Investment Management
Our approach to investment management is built on three key concepts: objectivity, predictability, and accountability.
Fee-Only Financial Advice
When faced with important financial decisions that will affect your future, you need to know that the advice you receive is in your best interests.
First Financial Insights
Download our
Financial Planning Guides
Download our
Financial Planning Guides
Understanding Annuities
We are committed to helping families make wise decisions among all the competing priorities they face.
Saving for College
The sooner you start saving for college, the better positioned you will be to greet that big day with enthusiasm, not dread.
Preparing for Retirement
Retirement should be as active and rewarding, and you shouldn’t have to worry about your situation.
Life Insurance
Deciding whether to buy life insurance is arguably one of the most important milestones in life.
Understanding Your 401k
Participating in a 401(k) retirement savings plan is one of the best ways to safeguard your financial future.
Income & Cashflow
Unforeseen events, whether in your life personally or in the economy at large, can capsize even the best laid plans.