Kathy Hart

(Retired)
(626) 657-9507
linkedin-advisors

Kathy Hart

(Retired)
(626) 657-9507
linkedin-advisors

Get to know Kathy Hart

After more than 9 years of dedication and outstanding service, we regretfully announce that Kathy Hart will be retiring. We wanted to take a moment to publicly express our appreciation for her years of faithful service. While we are sad to see Kathy go, we understand and support her decision to embrace the next chapter in her life. Retirement will allow her to spend more time with her loved ones, pursue personal interests, and embark on new adventures.

Morgan Weiss will be assuming control over Kathy’s responsibilities. Morgan has a dynamic professional background with extensive experience in a variety of industries, including financial services. We are confident that Morgan will be a great addition to the firm while preserving the legacy left behind by Kathy.

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.