First Pacific Financial Services was founded in Santa Barbara, CA in 1983 by George Emerson and two other investors. In 1988, First Pacific Financial Services joined the Commonwealth Financial Network® and became their first independent financial firm on the West Coast.
The choice to partner with Commonwealth Financial Network®—an independent broker/dealer with a client-centric service model that mirrors our own—helps us to maintain our independence. It allows us access to the vast array of investment choices and product strategies the industry has to offer, as well as the freedom to focus exclusively on what benefits our clients most. We do this without the pressure to promote a particular product or answer to a parent company’s sales quotas. As a result, we can provide sound, objective guidance toward your financial success.
This alliance has, through the years, provided clients with a wide variety of investment choices to complement their goals. This alliance has also provided First Pacific Financial Services with all the back-office support to best serve clients and to help manage client accounts in a seamless and efficient manner. These services range from research and updated technology to continuing education and quality account services.
The need to focus on quality, service, and personal attention led Steve to join First Pacific Financial Services in 2004 and to open the Monterey, CA office that year. Steve understood that many of the products and services offered were also available through other financial services companies. However, the decision to open the new office allowed him to create the type of firm that would best suit what he knew his clients would want and expect. Today the office is located in the City of Marina, just outside of Monterey.
In 2017, George retired from the business and the Santa Barbara office was consolidated into the Marina office serving clients throughout the State of California and across the country.