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. Our fiduciary services are always in your best interest.

Learn more

As Seen In

First Financial Consulting, Financial Advisor Firm in Pasadena, CA

The Benefits of Working with Our Fiduciary Financial Advisors

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

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

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.

Book a consultation

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 fiduciary financial advisors 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

CERTIFIED FINANCIAL PLANNERS™

The gold standard of excellence for the top financial advisors

Fee-Only Fiduciary Services

Our Pasadena financial advisors 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

Sized and scaled to our clients’ benefit

Total Wealth Management

Full range of financial planning and investment services

Request consultation

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% fiduciary services, 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

Click here to book a Consultation

Book a consultation with an advisor

What Services do We Provide?

As part of our commitment to our clients’ ongoing success, our fiduciary financial advisors 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.

Financial Planning

Investment Management

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

Investment Management

Fiduciary Services

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.

Fee-Only Financial Advice

Retirement Planning

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

Retirement Planning

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.

Tax Planning

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.

Estate Planning

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.

Wealth Planning

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.

Insurance Planning