Philosophy

At First Pacific Financial Services building long term relationships is our priority. We start by taking the time to listen and to understand each of our clients personally. We will pursue an in-depth understanding of your financial situation and your values as they relate to your investment plan. We recognize that each person’s situation is different, so we will develop a financial plan that focuses on helping you accomplish your personal goals.

Together, we will carefully chart a course to pursue your financial success, using prudent investment strategies. This approach will allow us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.

As an independent financial service, wealth management and consulting firm we have the freedom to provide diverse guidance and insight to our clients. Your financial objectives, personal investment style, and risk tolerance are the only criteria that influence our recommendations to you.

Our affiliation with the Commonwealth Financial Network (see our Broker-Dealer tab) provides us access to independent research, business consulting, regulatory guidance, and a team of more than 45 professionals with CFA, CFP, ChFC, JD, and niche credentials. Their experience spans estate planning, taxation, risk management, business planning and retirement planning. However, complex your needs, our firm can tap into the capabilities of some of the most knowledgeable people in the industry.

For more than 36 years, our clients have looked to us for financial direction. We are dedicated to guiding and sustaining that mission.