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- Custodian
- Vanguard
- Clients
- Retail and Institutional
- Platforms
- Timber summit
- Established Date
- 05-24-1996
- Office Locations
- 1
Office Locations
About First Financial Consulting
First Financial Consulting is a Pasadena, CA fee-only, fiduciary advisory firm providing objective retirement planning and investment management. The team builds comprehensive plans tailored to each client—covering retirement readiness, wealth preservation, and legacy goals—and serves retirees, pre-retirees, and families/professionals in earlier life stages. Custody includes Vanguard.
Team overview
Insights
Asset Classes
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
GREGORY JAY WELBORN
Chief Compliance Officer, President, Principal
- CRD
- #2297732
- Ownership
- 75% or more
SCOTT FREDRICK SOMMERS
Principal, VICE PRESIDENT
- CRD
- #2012379
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
Unlock allContacts
DANIEL JONATHAN BECKWITH
Senior Advisor
- CRD
- #6342650
CHAD KEITH GERMANN
Senior Advisor
- CRD
- #4686224
Catalyst peak
Element glacier catalyst
- CRD
- #14381
Showing 2 of 8 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $762,647,300 | -- |
| Total | $762,647,300 | -- |
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Separately Managed Accounts
Total SMA Asset: $762,647,300
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $884,489,173 | 100.0% |
| Total | $884,489,173 | 100.0% |