Client Login

WealthDirector

Please click the Wealth Director link to login to your personal financial homepage, featuring the document vault where your Quarterly Reports reside, complete and interactive views of your portfolio, account organizer, as well as budgeting and spending tracking tools.

First Pacific Team

If you are a first time user, please contact your advisor by email or phone for assistance with registration at info@fp-financial.com.

If your accounts are held at Charles Schwab, please use the following link.