About First Pacific Financial
First Pacific Financial is an independent financial planning and wealth management firm that helps individuals, families, business owners, and organizations build, preserve, and manage their financial future. The firm takes a personalized, fiduciary approach by developing tailored financial strategies based on each client's goals, lifestyle, and long-term objectives. Through experienced advisors and comprehensive planning, First Pacific Financial focuses on delivering objective guidance, lasting client relationships, and financial confidence at every stage of life.
Services
Retirement & Income Planning Risk Management & Insurance Analysis Value Exploration Charitable Giving Strategies Tax Planning Investment Management Business & Succession Planning Financial Planning Socially Responsible Investing Education Funding Estate PlanningReviews
I was referred to First Pacific Financial in January, 2024, after being displeased with my previous financial planner. It was the best move, and I wish I would've done it sooner. I work with Aaron Claridge, and I highly recommend him. He always has my best interests concerning my investments. He is quick to get back to me when I have questions. Elizabeth Perry is my go to person when I have paperwork to sign, and is always timely getting back to me. Everyone I have come into contact with at FPF is very professional, caring, and I am thankful my money is in such great hands!