We provide totally objective financial advice to our clients. We are a Fee-only advisor; we do not sell mutual funds, insurance, annuities, or any other product. We do not accept commissions or payment from any outside broker or insurance company.
Our only special interest is the client. We measure our success by the success of our clients in achieving their financial goals.
General Information |
Firm Start Year: | 1978 | |
No.of Employees: | 5-9 | |
States Licensed in: | CA |
Number of Years with Current Firm: | 25 |
Work Experience: | We have 35 years experience in providing objective financial and investment advice to our clients. |
I work with the following types of clients: | Businesses, Charities, Non-Profit Organizations, Individual Investors |
Advisory Services Provided: | Financial Planning for Businesses, Retirement Planning, Portfolio Management, Financial Advice & Consulting, Financial Planning for Individuals |
Services |
Investment Types: | Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks, Insurance, Commodities |
I can meet clients in the following ways: | At my office, Via Phone, Via Email, At your office, At your home |
Qualifications & Memberships |
Insurance and Annuity Licenses: | All forms of insurance |
Financial Organization Memberships: | Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), Garrett Planning Network, Paladin Registry |
Non-Financial Organization Memberships: | Board of Directors UCLA CFP Degree Program |
Firm Information |
Firm's Number of Clients: | 350 |
Firm's Number of Planning Clients: | 300 |
Firm's Number of Managed Clients: | 350 |
Assets Managed by Firm: | $150 million |
Advisor's Number of Clients: | 350 |
Advisor's Number of Managed Clients: | 350 |
Advisor's Number of Planning Clients: | 300 |
Compliance |
Registered Investment Advisor: | Yes |
I am an acknowledged fiduciary: | Yes |
Compliance Disclosures in Last 5 years: | I have a clean record |
Compensation and Fees |
Fee Structure: | Fee Only |
Minimum Portfolio Size for New Managed Accounts: | $100,000 |
Compensation Methods: | Flat Fee, Based on Assets, Hourly |
Organization: | The Salvation Army Pasadena CA |
Position : | Finance |
Duration : | September 2014-Currently holding |
Organization: | UCLA CFP Extension Program Advisory Board Los Angeles CA |
Position : | Marketing Committee |
Duration : | January 2013-Currently holding |
Organization: | The Boy Scouts of America |
Position : | Executive Committee |
Duration : | January 2008-December 2011 |
Bachelors of Arts - Economics |
Occidental College - Los Angeles CA
September 1975-June 1978 |
Masters in Business Administration (Finance) - Finance and Investments |
University of Southern California - Los Angeles, CA
September 1978-June 1980 |
Greg Welborn is a partner at First Financial Consulting. He joined the firm in 1991 and
has extensive experience in investment consulting and tax planning. Greg was a
pioneer in the development of investment consulting services for individual investors.
As a respected authority on personal financial issues, he has assisted Kiplingers
Personal Finance magazine with their annual Jump-Start Your Retirement Planning
Days event and has lectured extensively.
Greg is a member of the National Association of Personal Financial Advisors (NAPFA),
which only accepts totally objective, fee-only financial advisors who have met the
highest industry and professional standards.
Before joining First Financial Consulting, Greg developed a successful track record in
banking, finance and investments. He worked for both Bank of America and Union Bank
in commercial lending, international finance and domestic financial services. After
leaving banking, he served as Chief Financial Officer and Chief Investment Officer for
several privately-held companies.
Greg received a Bachelor of Arts degree from Occidental College, majoring in
economics. At Occidental College he also served as President of the Charles Blyth Fund,
an alumni-endowed, student-run investment fund, where he received his first practical
experience in investment management. Greg went on to receive a Masters of Business
Administration degree from the University of Southern California, specializing in
finance and investments. He also pursued a masters degree in economics at USC,
studying under Art Laffer, an advisor to President Reagan and a leader in the supply-
side economics movement.
Financial Advice & Consulting |
We provide objective financial and investment advice to our clients. Our focus is on helping clients achieve their financial objectives. Our clients come from all walks of life, and we have dealt with the full spectrum of financial issues. |
Financial Planning for Individuals |
We always start with the individual and their unique needs. We do not offer a "canned" program or solution. Each client is treated as the valued and unique individual that they are. |
Financial Planning for Businesses |
We also provide objective financial advice to businesses in helping them manage cashflows, analyze business opportunities, design and implement retirement plans, and develop succession plans for their owners. |
Scott Sommers
Partner, FFC
Chad Germann
Senior Advisor
John Griesinger
Senior Advisor
Evan Loomis
Senior Advisor
![]() |
Mon. | 9:00 AM - 6:00 PM |
![]() |
Tue. | 9:00 AM - 6:00 PM |
![]() |
Wed. | 9:00 AM - 6:00 PM |
![]() |
Thu. | 9:00 AM - 6:00 PM |
![]() |
Fri. | 9:00 AM - 6:00 PM |
Acton | Alhambra |
Anaheim | Arcadia |
Artesia | Azusa |
Baldwin Park | Bell |
Bellflower | Beverly Hills |
Brea | Buena Park |
Burbank | Carson |
Cerritos | Claremont |
Compton | Covina |
Culver City | Cypress |
Diamond Bar | Downey |
Duarte | El Monte |
El Segundo | Encino |
Fullerton | Gardena |
Glendale | Glendora |
Granada Hills | Hacienda Heights |
Hawaiian Gardens | Hawthorne |
Huntington Park | Inglewood |
La Canada Flintridge | La Crescenta |
La Habra | La Mirada |
La Palma | La Puente |
La Verne | Lakewood |
Lawndale | Littlerock |
Long Beach | Los Alamitos |
Los Angeles | Lynwood |
Manhattan Beach | Marina Del Rey |
Maywood | Mission Hills |
Monrovia | Montebello |
Monterey Park | Montrose |
Newhall | North Hills |
North Hollywood | Northridge |
Norwalk | Pacific Palisades |
Pacoima | Palmdale |
Panorama City | Paramount |
Pico Rivera | Placentia |
Playa Del Rey | Pomona |
Redondo Beach | Reseda |
Rosemead | Rowland Heights |
San Dimas | San Fernando |
San Gabriel | Santa Fe Springs |
Santa Monica | Sherman Oaks |
Sierra Madre | South El Monte |
South Gate | Stanton |
Studio City | Sun Valley |
Sunland | Tarzana |
Temple City | Torrance |
Tujunga | Valley Village |
Valyermo | Van Nuys |
Venice | Walnut |
West Covina | West Hollywood |
Whittier | Winnetka |
Check |
Kiplinger's Magazine Teams Up With First Financial
When: 10/15/2014
Details:Kiplinger's Magazine has selected First Financial Consulting of Pasadena to provide financial planning advice to the magazine's readers who call in during the annual "Jump Start Your Retirement" annual telethon
NBC Taps First Financial For Advice To Women
When: 05/15/2013
Details:NBC's Today Show has tapped First Financial Consulting to participate in their week long series Money for Women. The Today Show is one of top rated morning programs in the country, and together with First Financial they are reaching out to help women take control of their personal finances.
Best Financial Planner in Pasadena
(04/30/2014)
First Financial Consulting was awarded the "Best Financial Planner" award