Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Gregory W

Series 63

Pasadena, CA

First Financial Consulting

Gregory Welborn is a financial advisor at First Financial Consulting in Pasadena, CA, with 29 years of industry experience. He holds a Series 63 designation and has been with First Financial Consulting since 1996. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm delivers customizable services focused on retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

General retirement planning Tax strategies for small businesses Business succession planning Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Scott S

ChFC®, Series 63

Pasadena, CA

First Financial Consulting

Scott Sommers is a financial advisor at First Financial Consulting in Pasadena, CA, with 23 years of industry experience. He holds the ChFC® designation and Series 63 license. Sommers has worked at Financial Resources Consulting Group since 2000. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable services focused on retirement planning, tax and cash-flow analysis, estate planning, and business succession, operating primarily on a non-discretionary basis without taking custody of client assets.

General retirement planning Tax strategies for small businesses Business succession planning Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Luis S

Series 66

Pasadena, CA

First Financial Consulting

Luis Salas Ruiz is a financial advisor at First Financial Consulting in Pasadena, CA, holding a Series 66 designation with three years of industry experience. His prior work includes roles at Bank of America and Merrill, as well as involvement with the Calvert House Catholic Center and the Hispanic Scholarship Fund. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm specializes in non-discretionary services, developing individualized asset allocation models and investment policy statements while assisting clients with implementation and monitoring at their direction.

General retirement planning Tax strategies for small businesses Business succession planning Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Daniel B

CFP®, Series 66

Pasadena, CA

First Financial Consulting

Daniel Beckwith is a CFP® with 11 years of experience in the financial services industry. He has worked at First Financial Consulting since 2018 and previously spent two years with WESCAP Group. Beckwith is based in Pasadena, CA, and holds the Series 66 designation. First Financial Consulting is a team-based firm serving individuals, families, trusts, estates, and closely held businesses. The firm provides financial planning and investment consulting through customizable, project-based or ongoing services, focusing on client-directed implementation without discretionary trading authority.

General retirement planning Tax strategies for small businesses Business succession planning Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Christian W

Series 66

Pasadena, CA

First Financial Consulting

Christian Welborn is a financial advisor with First Financial Consulting in Pasadena, CA, holding a Series 66 designation and nine years of industry experience. He previously worked at Axa-Advisors, LLC for one year and has worked concurrently in a marketing support role for Salted Stone since 2017. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses, emphasizing non-discretionary services where clients retain custody and direct implementation. The firm offers customizable planning that includes retirement, tax, estate, and business succession strategies, supported by individualized asset allocation models and investment policy statements.

General retirement planning Tax strategies for small businesses Business succession planning Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

John G

Series 63, Series 65

Pasadena, CA

First Financial Consulting

John Griesinger is a financial advisor at First Financial Consulting in Pasadena, CA, with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with First Financial Consulting since 2009. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm delivers customizable, project-based or ongoing services and focuses on non-discretionary advising, assisting clients with implementation and monitoring while clients retain custody of their assets.

General retirement planning Tax strategies for small businesses Business succession planning Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Christopher S

CFP®, Series 65

Pasadena, CA

First Financial Consulting

Christopher Siraganian is a Certified Financial Planner (CFP®) with 10 years of experience in the financial advisory industry. He has been with First Financial Consulting since 2016. First Financial Consulting provides financial planning and investment consulting services to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable project-based or ongoing services and focuses on non-discretionary advice, with clients retaining custody of their assets and directing implementation.

General retirement planning Tax strategies for small businesses Business succession planning Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

Chad G

Series 63, Series 66

Pasadena, CA

First Financial Consulting

Chad Germann is a financial advisor at First Financial Consulting in Pasadena, CA, with 19 years of industry experience. He holds Series 63 and Series 66 designations and has been with First Financial Consulting since 2011. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses. The firm offers customizable services focused on retirement planning, tax and cash-flow analysis, education funding, estate planning, charitable giving, and business succession, primarily on a non-discretionary basis without taking custody of client assets.

General retirement planning Tax strategies for small businesses Business succession planning Charitable giving & philanthropy Cash flow / budgeting Founder/Business Owner
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")