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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-17-2016
- Office Locations
- 3
Office Locations
About First Pacific Financial, Inc.
First Pacific Financial is an RIA providing comprehensive financial planning and discretionary portfolio management, helping clients integrate day-to-day finances with long-term goals and values-driven impact. Investment approach spans asset allocation across public funds and ETFs, with capabilities in socially responsible investing, fixed income, and alternatives where appropriate. Certified B Corp; primary custodian Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TODD ROBERT ENGBLOM-STRYKER
Chief Executive Officer, President
- CRD
- #3096506
- Ownership
- 75% or more
DARREN PATRICK FARRELL
Financial Advisor
- CRD
- #1797688
- Ownership
- 10% but less than 25%
Showing 2 of 8 owners & executives
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Aaron Rands Claridge
Financial Advisor
- CRD
- #7311276
REBECCA LOUISE ECKERT
Financial Advisor
- CRD
- #3191462
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,920,156,337 | $431,884 |
| Non-Discretionary | $5,664,506 | $2,832,253 |
| Total | $1,925,820,843 | $432,963 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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