Greg
Welborn

Principal, First Financial Consulting

Schedule a Meeting

Greg
Welborn

Principal, First Financial Consulting

Schedule a Meeting

Get to Know Greg Welborn

Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 25 years’ experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client’s best interests.

A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC’s Today Show in their weeklong series, “Money for Women.”

Get to Know Greg Welborn

Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 25 years’ experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client’s best interests.

A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC’s Today Show in their weeklong series, “Money for Women.”

Greg Welborn received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan. He and his wife, Irene, have been married for 30+ years, have 3 adult children, and remain active in their church and community.

Greg Welborn received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan. He and his wife, Irene, have been married for 30+ years, have 3 adult children, and remain active in their church and community.

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.

Resources

Financial Blog Posts

August 31, 2018 in Bench Talk, Families & Professionals, Financial Planning, Greg Welborn, Investing & Market Commentaries, Preparing For Retirement, Retirement & Freedom

What Makes Fee-Only Different?

Hierarchy of Investment Advice and What Makes Fee-Only Different There are a lot of advisors, using a lot of different names to describe what they do. It can get a…
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May 1, 2018 in Families & Professionals, Financial Planning, Greg Welborn, Investing & Market Commentaries, Preparing For Retirement, Retirement & Freedom

All You Need to Know About Investing

Investing is a great way to increase your net worth and reach your financial goals. However, there are numerous risks involved with investing in the stock market that many people…
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