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.

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.

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.

Daniel Beckwith is a CFP® with 10 years of industry experience, currently serving at First Financial Consulting since 2018. His prior roles include positions at WESCAP Group and D.A. Davidson & Co. First Financial Consulting provides financial planning and investment consulting to individuals, families, trusts, estates, and closely held businesses, offering customizable services such as retirement planning, tax analysis, and estate planning. The firm operates on a primarily non-discretionary basis, assisting clients with implementation while clients retain custody of their assets.

Christian Welborn is a financial advisor at First Financial Consulting in Pasadena, CA, holding a Series 66 designation with nine years of industry experience. He has worked with Salted Stone since 2017 in a marketing support role unrelated to investment activities. Prior to his current roles, he was with AXA-Advisors, LLC and the University of San Francisco. 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, offering customized financial plans and investment recommendations while clients retain custody of their assets.

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.

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.

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.