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Michelle N
CFP®, Series 63
Los Angeles, CA
First Foundation Advisors
Michelle Nguyen is a CFP® with 11 years of industry experience, currently serving as a financial advisor at First Foundation Advisors since 2015. She holds the Series 63 designation and is based in Los Angeles, CA. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans. The firm employs an open-architecture, multi-asset investment approach and is affiliated with its bank holding company FirstSun, integrating banking and financial product referrals with its advisory services.
William P
Series 65
Los Angeles, CA
First Foundation Advisors
William Pierrepont is a financial advisor at First Foundation Advisors in Los Angeles, holding a Series 65 credential with four years of industry experience. He has also held roles at Transamerica and King and Country LLC, where he is involved in insurance brokerage and video production business development, respectively. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, including sub-advisory roles for registered mutual funds. The firm employs an open-architecture, multi-asset investment approach and is affiliated with FirstSun Capital Bancorp, enabling integrated banking and financial product referrals.
Paul M
Series 63, Series 65, Series 66
Los Angeles, CA
First Foundation Advisors
Paul Miller is a financial advisor at First Foundation Advisors with 15 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations and has been with First Foundation Advisors since 2012. First Foundation Advisors provides discretionary and non-discretionary investment advisory and financial planning services to individuals, families, businesses, and retirement plans, as well as investment companies. The firm uses an open-architecture, multi-asset approach that includes equities, fixed income, mutual funds, ETFs, alternative investments, and independent managers, and operates with a bank holding company affiliation through FirstSun Capital Bancorp.
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