Scott Sommers is a partner with First Financial Consulting. He works with individuals and privately-owned businesses helping them navigate their unique financial planning journey. From providing ongoing investment analysis to creating greater clarity and confidence in the path toward retirement, Scott remains committed to providing objective, non-biased advice for his clients.

scott@firstfinancial.is   LinkedIn  626-844-4630

Scott Sommers is a partner with First Financial Consulting. He works with individuals and privately-owned businesses helping them navigate their unique financial planning journey. From providing ongoing investment analysis to creating greater clarity and confidence in the path toward retirement, Scott remains committed to providing objective, non-biased advice for his clients.

scott@firstfinancial.is   LinkedIn  626-844-4630

Scott Sommers Full Bio

Scott Sommers is a partner with First Financial Consulting. He works with individuals and privately-owned businesses helping them navigate their unique financial planning journey. From providing ongoing investment analysis to creating greater clarity and confidence in the path toward retirement, Scott remains committed to providing objective, non-biased advice for his clients.

Scott joined First Financial in 1999 and has worked in the financial services industry for over 30 years. He received a degree in Economics from the University of Southern California and taught an economics course for young adults for 15 years. He and his wife, Lisa, have been married for over 30 years and have three beautiful daughters.

Why did you choose financial planning as a career?
I enjoy people and the privilege of walking along-side them, helping them achieve the unique objectives of their financial journey.

Favorite Outdoor Activity
Exploring new places with Lisa and Atticus (our dog) — especially those places where we stumble across a quaint coffee house!

Favorite Books
The Servant by James Hunter
The Boys in the Boat by Daniel James Brown
The Harry Potter Series

Favorite Movies
To Kill a Mockingbird
Pride & Prejudice
The Natural

Favorite Composers
John Williams
Thomas Newman
Gabriel Ponton

Favorite Team
I love the game of baseball, as a result I bleed Dodger Blue!

Favorite Quote
“True humility is not thinking less of yourself, it is thinking of yourself less.” Rick Warren

Featured Blog Posts

person reviewing a financial plan Families & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & FreedomScott Sommersz-Contact Us
July 27, 2018

The Value of Financial Planning

We are often asked, “what’s the value of financial planning?”  Fair enough question, and similar to others which could be asked in other areas of life:  What’s the value of…
Families & ProfessionalsInvesting & Market CommentariesPreparing For RetirementRetirement & FreedomScott SommersTax Planning
October 16, 2017

The Essentials of Pensions, 401Ks, IRAs and Roths

Retirement and investment terms can be confusing;  their names rarely give an accurate description of what they are, and most of our friends and neighbors will offer differing opinions on…
Bench TalkFamilies & ProfessionalsFinancial PlanningPreparing For RetirementRetirement & FreedomScott Sommers
May 3, 2016

Bench Talk: Great Coaches Cast Vision

  One of my favorite movie quotes is from a film called Miracle. If you've seen that movie, you know it's about the 1980 U.S. Men's Olympic Hockey Team, a…
Bench TalkFamilies & ProfessionalsPreparing For RetirementScott Sommers
January 27, 2016

Bench Talk: Yogi Berra & Retirement Questions

  The great Yogi Berra once said, “If you don’t know where you’re going, you will end up in a different place.” When planning for retirement, Yogi’s words are spot…

Scott Sommers Videos

AN OBJECTIVE ADVISOR YOU CAN TRUST

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