Where do you want to make an impact? In your family, community, business, the environment, or somewhere else?
First Pacific Financial offers the solutions you need to guide your efforts to create positive change, wherever you are.
Our AWARD WINNING proactive service and comprehensive planning removes the unnecessary stress to give you peace of mind as you plan for your future.
2023
“Friend of the Foundation Award”
by Community Foundation for Southwest Washington
2023
“Top Registered Investment Advisor Firms”
by Forbes
2023
“Best Financial Advisory Firms”
by USA Today
2023
“Best in Business Award – Investment Firm”
by Vancouver Business Journal
2021
“Fastest Grower – Washington”
by Citywire RIA
2020
“Fastest Grower, Runner Up – Washington”
by Citywire RIA
Welcome to First Pacific Financial
Small Enough to Care.
Large Enough to Make a Difference!
We’ve been serving the Pacific Northwest for over three decades with four offices.
610 Esther St, Suite 100
Vancouver, WA 98660
PHONE: 360.254.2585
811 SW 6th Avenue, Suite 1000
Portland, OR 97204
PHONE: 503.248.9064
119 Seward Street, Suite 8
Juneau, AK 99801
PHONE: 907.463.5511
1730 N. Northlake Way, Suite 3301
Seattle, WA 98103
PHONE: 206.324.1950
Book your 15-minute introductory call to
hear about our services and get to know us.
Alternatively, call us now at: 800.776.9009
What you can expect from First Pacific Financial
- Fee only
- Personalized service
- 100% confidential
- Quick response times
- Experienced advisors
- Collaboration with other experts
The Heart of Our Firm is Our Heart.
We believe that when values align with finances, you gain the ability to take charge of your life and invent a better world in which you want to live.
Advisor Team Structure
Our commitment to having a team of advisors assigned to you ensures personalized attention and continuity over time.
Inclusive Approach
Our capacity to accommodate referrals allows you to involve friends and family, which fosters a sense of community and trust.
Fiduciary Advice
By compensating advisors with salaries rather than sales commissions, there are no high-pressure sales, which in turn prioritizes your best interests.
B Corp
Obtaining B Corp certification is a rigorous process that requires companies to meet high standards of social and environmental performance, transparency, and accountability. This is one way we are working to make our world a better place.
Visit https://www.bcorporation.net/en-us/find-a-b-corp/company/first-pacific-financial/ to see how we are doing our part.
B Corp Certification
Indicating a commitment to meeting rigorous standards of social and environmental performance, transparency, and accountability, demonstrating a dedication to ethical business practices.
Firm Culture
Emphasizing a positive and supportive workplace environment, translating into better client experiences and outcomes.
Multiple Locations
Providing convenience and accessibility for clients across different regions. And digitally everywhere!
Tax Loss Harvesting
Offering tax-efficient investment strategies, which can enhance returns and minimize tax liabilities for clients.
ESG Investment Offering
Catering to clients interested in environmental, social, and governance (ESG) considerations in their investment portfolios.
Private Investment Options
Providing access to private real estate and other alternative investments, potentially offering diversification.
First Pacific Financial
An Amazing Atmosphere
Promoting a sense of belonging and continuity for clients, fostering long-term relationships and trust.
PROVIDING EXCELLENCE IN SERVICE AND EXECUTION
START TODAY – TAKE CONTROL OF YOUR FINANCIAL FUTURE
Using our cohesive investment & financial strategy across all your assets allows us to create a clear pathway so you can focus on what matters to you the most throughout the various stages of your life!
Frequently Asked Questions
What sets First Pacific Financial (FPF)’s planning process apart from traditional approaches?
Our financial planning process extends beyond mere assumptions and projections. We view financial planning as a lifelong partnership, continuously adapting strategies to align with your evolving goals and circumstances. With First Pacific Financial, you receive personalized, ongoing support tailored to your unique financial journey.
How does First Pacific Financial integrate various aspects of financial management?
FPF integrates investments, tax planning, retirement advice, risk management, and estate planning into a cohesive strategy. Our CFP® experts collaborate with you and your other financial professionals to create simple yet effective solutions to complex financial challenges.
Why choose First Pacific Financial as a partner for financial management?
FPF offers a team of experienced CFP® professionals dedicated to helping you achieve your financial goals. We prioritize your goals and values, designing investment portfolios that reflect your unique needs and aspirations.
How can I get started with First Pacific Financial ?
Getting started with FPF is simple. Contact us to schedule an introductory call.