Friend of the Foundation Award

We are grateful to be recognized by Community Foundation for Southwest Washington for our commitment to the community. We’re proud of our partnership which provides a platform to collaborate on projects that address some of the local needs. We know that our clients hold the shared vision of making the world a better place and we’re honored…

Read More

As Seen in USA TODAY!

First Pacific Financial is pleased to announce that it has been recognized as one of the Best Financial Advisory Firms of 2023 by USA TODAY! This prestigious honor is a testament to our firm’s dedication to providing excellent financial services to our clients on a national level. You can visit here to read the USA…

Read More

CPA Appreciation Day

We appreciate all the work CPAs do, especially at this time of year! Teaming up with them to dial in tax planning for our clients is a huge value add! We appreciate their expertise, meticulous attention to detail, and personalized service. As a thank you, our financial advisors spent an afternoon delivering customized “de-stressing” baskets…

Read More

The LeCount R. Davis, CFP® Scholarship

We’re excited to share a valuable opportunity for Black or African American students who are pursuing the CFP® certification: the LeCount R. Davis, CFP® Scholarship. The financial planning profession has historically lacked diversity, with a disproportionate number of professionals being white and male. The LeCount R. Davis, CFP® Scholarship is one of many initiatives aimed…

Read More

Highlights of the SECURE Act 2.0

Nearly 50% of Americans make a New Year’s resolution in early January. The most popular categories being exercise, diet, and money. One of First Pacific Financial’s annual resolutions is to continue our exceptional care of clients in an increasingly complicated financial world. We have found that by working together we can make money resolutions unnecessary!…

Read More

Charting 2020: The Top 10 Storylines of the Year

As an investor trying to make sense of the world, 2020 is nearly impossible to briefly recap. Rather than delving into the multitude of data from this extraordinary year, we gathered the 10 charts that most impacted the 2020 markets. 1. Covid-19 cases became the most closely watched statistic for public health officials, but also…

Read More

Next Round of Stimulus Passed

Congress passed another round of stimulus payments to most Americans in The Consolidated Appropriations Act of 2021. Bank deposits of $600 per individual (including children under 17) in a similar manner to the first round of payments. If you need to update your banking information, you can do so here: https://www.irs.gov/coronavirus/get-my-payment Deposits are expected by…

Read More

CARES Act: Provisions for Business Owners and Self-Employed

In case you missed it, we shared the key provisions of the CARES Act affecting individuals in yesterday’s blog post. Today, we’re focused on business owners (primarily under 500 employees), self-employed individuals, as well as certain non-profit organizations. As noted yesterday, please consult with us and other professionals as more information becomes available. Appropriate professionals…

Read More

CARES Act: Provisions for Individuals

With much of the country in self-isolation, perhaps you’ve got time to read the entire H.R. 748 Coronavirus Aid, Relief, and Economic Security Act, or CARES Act. If you’d prefer, here is a summary of many of the key provisions we expect to be discussing with you in person or virtually. We look forward to…

Read More