News
Forbes’ Top Registered Investment Advisor (RIA) Firms for 2023
We are thrilled to announce that First Pacific Financial has earned a spot in Forbes’ prestigious list of the Top Registered Investment Advisor (RIA) Firms for 2023. Ranking involves more than bottom line figures such as assets under management. Forbes also takes into consideration “aspects like processes that are inherent in each client relationship, what is…
Read MoreFriend 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 MoreAs 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 MoreThe 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 MoreCharting 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 MoreNext 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 MoreCatching our breath
With the major changes in both our work and personal lives, we think it is important to pause and take a breath every so often. This last week has seen the firm enact a hugely successful offsite transition. We want you to know that we are all safe, healthy, and continuing to be here for…
Read MoreSave It or Shred It?
Have you ever wondered how long you need to keep all those bank statements, tax returns, paycheck stubs, etc? Does your filing cabinet runneth over?? Here are some guidelines for what to save and for how long. Quick Facts A routine plan for reviewing and keeping track of important documents and records can save…
Read MoreNew Portland Office!
With the start of a new year, First Pacific Financial is pleased to announce that our Portland office has moved! We are now just south of Portland’s living room, Pioneer Courthouse Square. With amazing views of The Square, we are settled into our new office and meeting with clients. We are excited to expand the…
Read More2019 Tax Update
2019 Tax Update Includes Increased Retirement Contribution Limits While it seems the changes from 2018 to 2019 will be minor, the great news is the IRS has finally increased IRA, 401(k), and other retirement account contribution limits. IRA Contribution Limits The contribution limit for Traditional and Roth IRA accounts has increased to $6,000. The…
Read More