Seattle, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
First Pacific Financial, Inc.
Team
Firm-wide stats for First Pacific Financial, Inc.
About
First Pacific Financial serves a mix of individual clients (including high-net-worth individuals), estates, trusts, foundations, charitable organizations, corporations, and retirement plans. The firm provides discretionary and non-discretionary investment management, comprehensive financial planning, retirement plan consulting, and a separate Spark Financial Advisory service that uses Betterment for Advisors for model-based accounts.
FPF combines quantitative and qualitative analysis, including a proprietary optimization model alongside fundamental research, to construct and rebalance portfolios that may include mutual funds, ETFs, equities, fixed income, cash allocations, and alternative investments or sub-advisors where appropriate. The firm tailors advice to client objectives and constraints, offers charitable/non-profit investment services and ERISA fiduciary consulting for plan sponsors, and supports both long-term strategic and tactical allocation decisions.
Distinctive features include a 19-advisor team managing roughly $1.9 billion in regulatory assets and maintaining five offices, a structure less common among similar team firms. Uncommonly for its peer group, FPF’s public materials include testimonials and endorsements and it advertises third-party ratings; it also publishes a separate Spark service using a third‑party advisory platform, which differentiates how it delivers some model-based solutions.
Based on First Pacific Financial, Inc.
Expertise
Based on First Pacific Financial, Inc.
Location
Seattle WA
Advisors at this office
2
Advisors at this office
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