Seattle, WA Office

Team
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First Pacific Financial, Inc. logo

First Pacific Financial, Inc.

Team

Firm-wide stats for First Pacific Financial, Inc.

Total advisors

22

Across 2 offices

Clients per advisor

59 Typical

Avg AUM per client

$1,414,536 High

HNW client ratio

44% High

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

Wealth management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on First Pacific Financial, Inc.

Occupation focus

Founder/Business Owner Executive

Based on First Pacific Financial, Inc.

Location

Seattle WA

Advisors at this office

2

Advisors at this office

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Kyra E

Series 65

Seattle, WA

First Pacific Financial, Inc.

Kyra Easley is a Series 65-licensed financial advisor at First Pacific Financial, Inc. in Seattle, WA, with two years of industry experience. She previously worked at Axxcess Wealth Management, LLC and spent six years with Jennifer P. Easley, CFP. First Pacific Financial serves a diverse client base including high-net-worth individuals, estates, trusts, foundations, and retirement plans, offering investment management, financial planning, and retirement consulting. The firm uses both quantitative and qualitative analysis, including proprietary optimization models, to tailor portfolios across various asset classes and delivers services through a 19-advisor team managing approximately $1.9 billion in assets.

Wealth management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive
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Jennifer E

CFP®, Series 63

Seattle, WA

First Pacific Financial, Inc.

Jennifer Easley is a CFP® with 43 years of industry experience. She is currently with First Pacific Financial, Inc. in Seattle, WA, joining the firm in 2026. Her prior experience includes roles at Axxcess Wealth Management, LLC, Jennifer P. Easley, CFP, and Kms Financial Services, Inc. First Pacific Financial serves individual clients, estates, trusts, charitable organizations, corporations, and retirement plans. The firm combines quantitative and qualitative analysis to construct portfolios tailored to client objectives, offering a range of investment management and financial planning services through a team of 22 advisors across multiple offices.

Wealth management ESG / Sustainable investing Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive
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