A complete list of active advisors currently associated with Client First Financial Advisors, LLC

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

Client First Financial Advisors is a small advisory firm that works with individual investors and employer-sponsored retirement plans. Its services include discretionary and non-discretionary portfolio management, portfolio monitoring using third‑party money managers, and comprehensive financial and retirement planning. The firm builds portfolios using broad asset-allocation across equities, fixed income, mutual funds and ETFs and applies fundamental, quantitative, technical and cyclical analysis to align investments with clients’ risk tolerances and time horizons. It also conducts due diligence on outside portfolio managers and helps establish investment policy statements and review processes for plan sponsors and individual clients. Distinctive aspects of the firm include offering educational seminars and workshops for clients and providing pension consulting as a limited‑scope 3(21) fiduciary — including fiduciary reviews, IPS drafting, manager selection and ongoing monitoring — services that are less common among independent peers. The brochure also notes the firm’s use of third‑party custodial and manager relationships and its licensed insurance activities, which are factors in how recommendations may be implemented.

To learn more about the advisors currently working at Client First Financial Advisors, 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.