Scott
Sommers

Principal, First Financial Consulting

(626) 657-9502   scott sommers

Schedule a Meeting

Scott
Sommers

Principal, First Financial Consulting

(626) 657-9501   scott sommers

Schedule a Meeting

Get to Know Scott Sommers

Scott Sommers is a Principal 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 Sommers joined First Financial in 2000 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.

Get to Know Scott Sommers

Scott Sommers is a Principal 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 2000 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.

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

July 27, 2018 in Families & Professionals, Financial Planning, Preparing For Retirement, Retirement & Freedom, Scott Sommers

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…
Read More
October 16, 2017 in Families & Professionals, Investing & Market Commentaries, Preparing For Retirement, Retirement & Freedom, Scott Sommers, Tax Planning

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…
Read More

Financial Advice Podcast

Financial Planning Guides