wiseradvisor

Greg Welborn
First Financial Consulting

Tel: (626) 844-4630
380 South Lake Avenue
Suite 112
Pasadena, CA 91101

Objective Advice You Can Trust

First Financial Consulting | Financial Advisor in Pasadena ,CA


About First Financial Consulting

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, Individual Investors, Non-Profit Organizations


Services

Investment Types:   Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Insurance, Commodities, Mortgages & Real Estate
I can meet clients in the following ways:   Via phone, At your home, At my office, Via email, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   All forms of insurance
Financial Organization Memberships:   Garrett Planning Network, Financial Planning Association (FPA), Paladin Registry, National Association of Personal Financial Advisors (NAPFA)
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, Hourly, Based on Assets

Board Positions

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


Education

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



Faqs

  • Do you have a customer satisfaction or refund policy? Since we charge only for our advice, there has been no need for a refund policy.
  • What are your qualifications? What is your education background? Masters Degree in finance and investments, and certified at the CFP-equivalent level.
  • What is your approach to financial planning? We are entirely client focused. We provide 100% objective advice to help clients attain their goals, not ours.
  • What services do you offer? Financial planning, investment consulting, tax planning, retirement planning, estate planning, to name just a few.
  • How many clients do you currently manage? 350
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Greg Welborn

Greg Welborn

MBA

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 Kiplinger’s
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.

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My Services

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.


My Team

Scott Sommers
Scott Sommers Partner, FFC
Scott Sommers is a partner with First Financial Consulting. He joined the firm in 1999, but has been working in financial services and consulting since 1989. Scott has a well-deserved reputation in investment consulting and financial planning and is renowned for his work in the area of personal cashflow management. Recently, he assisted NBC’s Today Show in their week-long series, “Money for Women”. Scott has also been a lecturer on the topic of personal financial management and has develo ...more

Chad Germann
Chad Germann Senior Advisor
Chad K. Germann is an advisor with First Financial Consulting, a fee-only independent registered investment advisory firm. Mr. Germann partners with individuals to grow and preserve their wealth and has developed an excellent reputation among his peers and clients. One of his great strengths is communication, and he is exceptionally good at demystifying the process of financial planning. Mr. Germann comes from a long line of educators. Much of his process is focused on educating client ...more

John Griesinger
John Griesinger Senior Advisor
John Griesinger is an advisor with First Financial Consulting. Mr. Griesinger works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and cash flow management. Mr. Griesinger has developed a reputation among financial professionals and clients alike as a particularly well-versed resource in the area of retirement planning. He is well- regarded by his clients for his ability to make the technical aspects of retirement planning easi ...more

Evan Loomis
Evan Loomis Senior Advisor
Evan D. Loomis is an advisor with First Financial Consulting, a fee-only independent registered investment advisory firm. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and cash flow management. Mr. Loomis’ goal is to answer the two main questions that most people have in regards to their finances: Do I have any financial holes and will I make it? By utilizing an approach that is driven by relationship and focused on ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

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

Compensation Arrangements

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News & Events

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.


Awards & Recognitions

Best Financial Planner in Pasadena
(04/30/2014)

First Financial Consulting was awarded the "Best Financial Planner" award

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