Updated February 14, 2024
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First Pacific Financial

Investment Advisor Firm
FinanceHQ Network Member
Total assets under management$1.1B
Years in business2024+

About First Pacific Financial


First Pacific Financial is a wealth management firm dedicated to helping individuals make a positive impact on the world while achieving their financial goals. They offer a comprehensive suite of services, including retirement planning, investment management, and socially responsible investing, all designed to align with clients' personal values. The firm emphasizes simplifying and integrating finances, allowing clients to focus on what matters most to them. With a focus on long-term impact and freedom to pursue passions, First Pacific aims to empower individuals to make a difference, both in their own lives and in the world around them.

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Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Retirement Planning
  2. Income Planning
  3. Risk Management
  4. Insurance Analysis
  5. Value Exploration
  6. Charitable Giving Strategies
  7. Tax Planning
  8. Investment Management
  9. Business & Succession Planning
  10. Financial Planning
  11. Socially Responsible Investing
  12. Education Funding
  13. Estate Planning

More about First Pacific Financial

DesignationsMinimum asset threshold
RIA$100K - $500K
Firm CRD NumberNumber of advisors
28473615

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Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than First Pacific Financial.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings