Philosophy

First Pacific Financial Services provides personalized attention and customized asset management to companies, organizations, foundations, and individuals traditionally overlooked by today’s financial community.

First Pacific Financial Services PAVES the road toward your success, through:

Patience. We want to take the time to get to know you and understand your goals. By working with you over time to uncover your goals, we are working with you to help put you in a position to achieve them. 

Advice. Our goal is to advise you on how to manage your assets on a portfolio basis, to show you the options available, and to help you make the best decisions for you regardless of whether you are an individual, organization or company. 

Value. We understand that value is important to you and also to the overall performance of your portfolio. We strive to keep your expenses low to help maximize your performance. 

Experience. We have worked through multiple market cycles since 1983 and continue to build longstanding client relationships through honest, straightforward advice and personalized attention. 

Support. We work with one of the finest broker/dealers in the financial community (Commonwealth Financial Network®) to provide logistic, compliance, and wealth management support for all our clients. 

Our goal is to be the last financial professional you will ever need by delivering personal service beyond your expectations.