A complete list of active advisors currently associated with Client First Finance LLC

Warmer can help you find a great advisor at Client First Finance LLC or one who fits your needs even better.

Client First Finance LLC works with individuals and couples, and also advises on trusts, estates, small businesses, and retirement-plan matters. Services range from narrowly scoped financial advice to multi-year comprehensive financial planning covering investments, taxes, employee benefits, estate planning, insurance, education funding, cash flow, and budgeting. The firm’s investment guidance emphasizes long-term, passive index-based portfolios, disciplined asset allocation, and written investment policy statements, with an emphasis on low-cost mutual funds and infrequent trading. Uncommonly for its peer group, the firm does not provide discretionary portfolio management or custody of client assets and instead assists clients with implementation while billing for that work. Distinctive operational features include a fee-only billing model that does not use percentage-of-assets-under-management fees, reliance on invoiced payments (checks only), and a refusal to accept commissions or soft-dollar arrangements. The principal combines advanced technical graduate degrees and CFP certification with prior Silicon Valley executive experience, participates in NAPFA activities, and offers pro bono community workshops, which are notable given the firm’s small size and advisory focus.

To learn more about the advisors currently working at Client First Finance LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.