First Pacific Financial, Inc.

Overview

First Pacific Financial, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm is SEC-registered (registration year 2016) and serves both individual & family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and pension consulting. First Pacific uses a mix of fee models — percentage of assets under management, hourly charges, and fixed fees — and identifies itself as an active ESG investor. The firm does not describe itself as a capital allocator; instead it deploys client capital across public funds, mutual funds and third-party alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices