
Get to know Katya Volpi
Katya Volpi’s positive disposition has been compared to the California sunshine, so it is only natural that her career choices always included client-facing interaction; she loves working with the public and meeting people from all walks of life. Her diverse background, which includes working in the beauty industry, the financial sector, and small business ownership, has given her an advantage when it comes to providing exceptional client service.
Here at First Financial, Katya’s responsibilities include managing daily client communications, preparing documentation for account openings and money movement, and supporting advisors with meeting preparation and follow-up. She ensures that no detail is overlooked and is committed to applying integrity in everything she does, which aligns perfectly with the firm and its values.
Outside of her work life, Katya is passionate about hiking; she is an avid hiker and naturalist and has been the organizer of a large hiking group for many years, leading her dedicated members on trails all over Southern California. When not at work or on the trails, you can find her writing fiction and short stories, reading lots of books, or attending to her two very demanding rescue cats, Toby and Sasha.
Benefits of Working with First Financial Consulting
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.
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.
We Give Advice Whenever You Need It
Our mission is determined by the client’s needs, not by a product sales cycle. When you need advice, or just want a second opinion, you get it. You’re never stuck paying for services or products you don’t need.