Financial Planning First, LLC

Sean Mc Dowell is a financial advisor at Financial Planning First, LLC with Series 65 registration and one year of industry experience. Prior to his financial advisory role, he has served with the Tucson Fire Department since 2009. Financial Planning First serves individuals, including high-net-worth clients, as well as trusts, estates, employer retirement plans, and business entities. The firm provides comprehensive portfolio management and financial planning through a fiduciary, goals-based investment process that emphasizes asset allocation, fundamental analysis, and regular portfolio monitoring.

Matthew Sullivan is a CFP® with 20 years of industry experience. He is currently with Financial Planning First, LLC, where he has worked for four years, following a decade at Imus Wilkinson Investment Management, LLC. Financial Planning First serves individuals, high-net-worth clients, trusts, estates, employer retirement plans, and business entities, providing comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary, goals-based investment approach emphasizing asset allocation, mutual funds, ETFs, fundamental analysis, and the use of third-party sub-advisors or unified managed accounts.

Juan Pantoja is a financial advisor with Financial Planning First, LLC in Tucson, AZ, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Prior to his current role, he has been involved with firms such as Imus Wilkinson Investment Management, LLC and Synergy Financial, LLC. Outside of financial advising, he is actively engaged in managing businesses related to commercial real estate and flooring supply. Financial Planning First serves individuals, trusts, estates, employer retirement plans, and business entities by providing portfolio management, financial planning, and retirement consulting. The firm uses a fiduciary, goals-based investment approach focused on asset allocation, mutual funds, ETFs, fundamental analysis, and offers discretionary management along with the use of third-party sub-advisors and unified managed accounts.

Gary Imus is a financial advisor with Financial Planning First, LLC, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He previously worked at Imus Wilkinson Investment Management, LLC for 12 years before joining his current firm in 2022. Outside of his advisory work, he is involved in property management as the owner of Agave Properties. Financial Planning First, LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, trusts, pension plans, and businesses, managing approximately $109 million in client assets. The firm focuses on asset allocation and diversification through mutual funds, ETFs, and institutional share classes, incorporating third-party managers and unified managed account services as appropriate.