The Work Index by Flexa

First Foundation Inc.

First Foundation Inc. is a financial services company offering banking, investment management, wealth planning, trust services, and philanthropy services.

https://www.firstfoundationinc.com/
4.5

/10

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Description

First Foundation Inc. is a comprehensive financial services company that provides banking, investment management, wealth planning, trust, insurance, consulting, and philanthropy services. The company’s mission is to enhance the wealth and well-being of its clients through a personalized and integrated approach to their financial needs. First Foundation emphasizes a relationship-driven model, offering a boutique firm feel while providing sophisticated solutions typically found at larger institutions.

First Foundation is a growing company with 31 locations across California, Florida, Hawaii, Nevada, and Texas. The company is committed to community involvement, supporting local charities and investing in initiatives that promote economic stability and neighborhood growth. First Foundation’s dedication to its clients and their communities is reflected in its commitment to providing exceptional service and building long-term relationships.

Benefits

First Foundation Inc. offers employees a competitive benefits package designed to attract and retain top talent. These benefits go beyond basic health insurance and retirement plans, including opportunities for professional development, wellness programs, and a focus on community engagement. Employees are provided with a framework for giving back, both financially and through volunteer work, fostering a strong sense of purpose and belonging.

Mission

First Foundation's mission is to enhance the wealth and well-being of its clients through a comprehensive suite of integrated services, including banking, trust services, financial planning, investment management, estate and legacy planning, and foundation support. They are committed to providing a high level of personalized service and delivering sophisticated financial solutions that are typically only found at large financial institutions.

Social impact led

Culture

First Foundation promotes a culture that values teamwork, innovation, and client service. They prioritize creating a dynamic work environment where employees feel valued and supported, with opportunities for growth and development. The company emphasizes respect for clients and colleagues, fostering a collaborative atmosphere focused on achieving goals and exceeding expectations. First Foundation also encourages employee engagement in giving back to the communities they serve.

People-first

DE&I

First Foundation Inc. values diversity, equity, and inclusion as core principles. The company is committed to creating a welcoming and inclusive environment for all employees, fostering a culture of respect and collaboration. First Foundation actively promotes opportunities for career development and advancement for all employees, regardless of background or identity, and seeks to attract and retain a diverse workforce. The company also demonstrates its commitment to community engagement by supporting non-profit organizations that align with its values.

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