First Financial Consulting

Specialties

First Financial Consulting is a pioneer in fee-​only advisory services. Based in the heart of Pasadena, California, we provide comprehensive financial planning and investment consulting services and have an extensive history of helping our clients achieve their financial goals.

Our clients face a wide variety of situations. Some trust our guidance to manage significant wealth, while others find themselves at other stages of wealth accumulation.

We help our clients build, manage, and preserve their wealth, and are committed to putting our clients’ interests first. From our beginnings over 35 years ago, we have been dedicated to the highest standards of trust, integrity, and service.

In all the areas of our work with clients, we seek to educate as well as to advise. We have found that the best financial decisions are made when clients have participated in developing their financial plan, understand the reasons behind key recommendations and ultimately have confidence that they are financially prepared for the future.

Put simply, our success is not measured by performance statistics but rather by the success of our clients in achieving their financial goals.

History

Established in 1976.

We are very disciplined implementing a process which we believe has the greatest probability of achieving a client’s needs. We don’t skip corners and try to rush through simply to be done with a job. We value the interchange between clients and as a result develop plans and solutions in which our clients have the highest possible confidence.

Meet the Business Owner

Greg W.

Business Owner

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 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 CFO and CIO for several privately-​held companies.