We provide 100% objective retirement planning and investment consulting services, specifically tailored to your unique situation, needs and goals. We specialize in helping people planning for retirement, or already enjoying retirement, as well as families and professionals in earlier phases of life.
We provide exceptional personal service and maintain the highest professional and ethical standards. As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client's specific situation. We work to understand the totality of the client's situation and to develop a comprehensive plan which will actually help them accomplish their goals.
We provide exceptional personal service and maintain the highest professional and ethical standards. As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client's specific situation. We work to understand the totality of the client's situation and to develop a comprehensive plan which will actually help them accomplish their goals.
Services
Fee-only financial planning means 100% objective advice. It's just that simple. When you're making important financial decisions, which will affect your future, you need to know that the advice you're receiving is free from any conflict of interest and is not being motivated by a sales commission. First Financial Consulting proudly stands behind our commitment to provide you objective advice, tailored specifically to your needs and goals.
At First Financial Consulting, we believe we offer a truly unique approach to investment management in Pasadena. We understand that your money is extremely important to you. This is what you've saved and built up over the years. Ultimately, this money has to see you through retirement. This is a double-edged sword because your portfolio must be preserved, but it must also grow.
At First Financial Consulting, we believe that financial success begins with a solid financial plan. That may seem obvious, but too many "financial planners" don't put enough effort into developing a good plan. That's why we created our own unique financial planning process that puts the needs of our clients at the forefront of what we do.
Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years' experience, he has developed a strong track record of providing 100% objective advice, always focusing on the client's best interests.
Scott Sommers is a Principal with First Financial Consulting. He works with individuals and privately-owned businesses helping them navigate their unique financial planning journey. From providing ongoing investment analysis to creating greater clarity and confidence in the path toward retirement, Scott remains committed to providing objective, non-biased advice for his clients.
Reviews (12)
Pat Armstrong
Feb 02, 2022
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My wife and I couldn't be more grateful with First Financial and Greg Welborn! Greg's wisdom, experience, and genuine care set him apart from any financial consultants I have ever worked with. He has been honest and to the point from the first day we started working with him. I can't see us using anybody else! Thank you Greg, and we will recommend you to everyone we know!
Sarah Armstrong
Feb 02, 2022
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Highly recommend this company and Greg specifically! When it comes to investment and a tailored money management plan, his highly analytical and strategic mind creates a plethora of options that he thorough explains the pros to and risks (if any) associated with. He truly listened to and sought to fully understand our long-term objectives and helped us craft a plan to maximize our investments.
Abby Fredrickson
Jan 31, 2022
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Adrian Heywood
Jan 31, 2022
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Jay Matheson
Dec 29, 2018
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Janet Michal
Nov 29, 2018
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Laura H.
Jul 19, 2018
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I was introduced to First Financial by my parents. They have trusted Greg Welborn with their portfolio for many years. And I trust him with mine and my daughters as well. First Financial provides excellent customer service, professionalism, and mostly, they are ethical. You will be in good hands with any of the advisors. Thank you First Financial for being a quality company that people can trust for their financial needs.
Ann K.
Jul 11, 2018
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I have been with First Financial Consulting and its principal Greg Welborn for 18 years. He has guided me through many life changes. That includes single parenting, purchasing and selling residences, handling a relative's estate, investing in property, borrowing to renovate properties, pre-retirement planning, managing retirement, financing a medical education, and the great recession. In the beginning, a target return is determined. We meet annually and go over accounts, and he contacts me before any changes are made. He has also met with my grown children. I found him by researching fee
Rachel P.
Jul 02, 2018
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I have been extremely impressed with my experience with First Financial. From the professionalism of the consultants, the timeliness & promptness of creating reports and setting up accounts, to the care & attention our consultant gives us at each meeting, phone call, and follow-up email. It reassures my husband and I that our investments and future are in the right hands.
Cathy H.
Mar 08, 2016
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As a long time client of First Financial Consulting, I've received exceptional financial advice, planning and service on matters from growing my retirement fund, to planning for college, to advising on home refinance. Greg Welborn, a partner, is exactly the kind of suit and tie professional you want to handle your financial planning. He's extremely smart, and has a scary amount of knowledge and understanding of global market forces at work in the economy, and specifically, how to strategically manage my individual financial needs accordingly. Importantly, he is genuinely concerned
Sandra Beck
Sep 28, 2014
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I appreciated his objective approach. It was great to meet with Greg because I left understanding my options truly for the first time in my life with what I could do with my money. He explained thing thoroughly and I feel that I made the best decisions for me and my children. I found be refreshingly objective in the pros and cons of each option and did not feel pressured.
Bobo J.
Oct 14, 2008
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We wanted to buy a house, so we went in early May of 2008 to seek advice about whether or not to sell or rent our current home. After many small errors and lack of communication (10 days without a response), we were presented with a two-page report. They promised us the calculations were based on hypothetical tax returns they had done for each scenario, though we were not presented with these returns or any other evidence or explanation of their assumptions or conclusions. We were also "advised" to violate the contract on one of our mortgages because "they would never check on it
