Who We Are

We provide clients with a total wealth-management approach, incorporating immediate financial needs into a life-long strategy. First Pacific Financial strives to help you acquire, preserve, and distribute your wealth in the most effective way. Every employee is expected to act with a high degree of integrity. This expectation impacts how we treat each other, clients, vendors, and other professionals.


 

Julienne Valois

Julienne Valois
Financial
Advisor

Rafik D. Fouad

Rafik D. Fouad, CFP®
Financial Advisor

Elizabeth Perry

Elizabeth Perry
Client Service Associate

Teresa Ainsworth

Teresa Ainsworth
Client Service Associate

Brandon Treasure

Brandon Treasure, CFA
Portfolio Analyst

Jennifer Huffman

Jennifer Huffman
Client Service Associate

Lori S. Vaandering

Lori S. Vaandering
Client Service Associate

Greg H. Gates

Greg H. Gates
Financial Planning Associate

Jackie Kruger

 Jackie N. Kruger
Portfolio Administrator