The Work Index by Flexa

First Pacific Financial

First Pacific Financial is a fee-only wealth management firm committed to guiding clients toward financial success and a positive impact on the world.

https://fp-financial.com/
5.2

/10

Transparency ranking

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Description

First Pacific Financial is a values-driven wealth management firm that prioritizes client needs and desires. Founded over three decades ago, the firm offers a comprehensive approach to financial planning, encompassing retirement and income planning, risk management, investment management, and estate planning. They aim to simplify and integrate clients' finances, empowering them to make smart decisions and pursue their passions. Their commitment to social responsibility is reflected in their B-Corp certification and their support of various community initiatives.

First Pacific Financial distinguishes itself by its team-oriented approach and dedication to personalized service. They foster a culture of belonging, encouraging individual growth and emphasizing a "better decisions for a better world" philosophy. Their team of CFP® advisors provides comprehensive, holistic advice, tailoring their strategies to each client's unique goals and values. With a focus on transparency and ethical practices, they aim to build long-term, trusting relationships with their clients.

Mission

First Pacific Financial is a values-driven wealth management firm with a mission to guide clients towards financial success so they can confidently pursue their dreams and aspirations. They believe in aligning finances with personal values, offering a comprehensive approach to wealth management that includes retirement planning, risk management, investment management, and estate planning. Their goal is to help clients make informed financial decisions and build a secure future, enabling them to create positive change in their lives and the world.

Environmental impact driven
Social impact led
Sustainability

Culture

First Pacific Financial promotes a culture that emphasizes happiness, integrity, diversity, and exceptional service. They believe in creating a welcoming and supportive environment where every individual feels valued and respected. The company emphasizes the importance of personal growth and continuous learning, fostering a sense of purpose and a desire to make a positive impact on the world.

Collaborative
Engaging
Fun
People-first
Progressive
Supportive

DE&I

First Pacific Financial is committed to creating a diverse, equitable, and inclusive workplace culture that respects and values differences. They are a B Corp certified organization, reflecting their commitment to social and environmental performance, transparency, and accountability. Their workplace culture values happiness, integrity, and remarkable service. They strive to make the world a better place through their values and actions, and are proud to be an equal-opportunity employer dedicated to creating an environment where every person belongs.

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