At First Pacific Financial, we take pride in the exceptional talent of our employees. Today, we shine the spotlight on Adam Wishard, our Co-Chief Investment Officer & Financial Advisor, who has been with FPF for over 18 years. In a recent episode of “The Advisor View” podcast, Adam shared insights into the evolution of First Pacific Financial, emphasizing our firm’s commitment to aligning investments with clients’ values and goals. He talked about our distinctive team approach, which allows us to provide holistic, personalized advice that goes beyond mere financial transactions. He also explores the growing importance of technology in wealth management and how aligning investments with clients’ values and goals is central to our mission.

Adam’s journey from a math and statistics background to becoming a financial advisor reflects his deep commitment to simplifying complex financial concepts for our clients. His passion for providing genuine, personalized advice is at the heart of everything we do. His insights and dedication exemplify the core values that drive our success. We are proud to have Adam on the FPF team!

Listen to the full episode here:

https://open.spotify.com/episode/7zHhiuKshJv6dnHHwJcpCn?si=7OLBGV6pTH-Xe8QUJIhllg%29.**&nd=1&dlsi=ede71da974b24ce2