OUR SERVICES | Overview

First Pacific Financial Services is an independent financial services, asset management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different so we develop a financial plan that focuses on helping you to accomplish your personal goals. Accordingly, our approach is to pursue an in-depth understanding of your financial situation and personal values as they relate to your specific investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.

First Pacific Financial Services seeks to help clients build and preserve their wealth. Through client-specific financial analysis and investment research, our services are designed to secure financial well-being for the long term. We are dedicated to delivering guidance with integrity and in a manner that is both confidential and consistent with client needs. That is why, at First Pacific Financial Services, we make it our priority to get to know you as a person. After a careful review of your individual goals and objectives, we will help to design a portfolio that best reflects your needs. These investments may include:
  • Mutual Funds
  • Individual Stocks and/or Bonds
  • Unit Investment Trusts (UITs)
  • Real Estate Investment Trusts (REITs)
  • Managed Account Programs
  • Limited Partnerships
  • Retirement Plans
  • Alternative Investments
  • CDs and Money Market Accounts
Once we complete the initial process of setting up your investments, it doesn't end there. We will monitor the progress of your investments and we will meet regularly with you to make sure your investments reflect your current life circumstances.

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This communication is strictly intended for individuals residing in the states of
AZ,CA,CO,HI,ID,KS,MO,NC,NH,NV,NY,OR,WA,WI.
No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.

Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Adviser.
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