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Danny Beckwith
Financial Planner at First Financial Consulting
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Work Experience
Financial Planner
Jun 2018 - Present · 6 years and 7 months
Financial Planner
Sep 2016 - Jun 2018 · 1 years and 9 months
Financial Planner
Jun 2014 - Sep 2016 · 2 years and 3 months
Company Details
Fee-Only Private Financial Planning and Investment Consulting. We serve both individual and corporate clients and have an extensive history of helping owners of closely-held businesses reach their financial goals. Our purpose is to provide our clients with objective, non-biased advice on a variety of personal financial issues to enable them to make wise decisions about their financial future. We help our clients develop a successful financial plan, help them implement the plan, and then monitor progress over time. We are dedicated to the highest standards of trust, integrity and service. First Financial Consulting operates on a Fee-Only basis, which means we do not sell a product or earn commissions of any kind. The goal of this approach is to assure the client that they are receiving objective, non-biased advice free from any potential conflict of interest. First Financial Consulting is a Registered Investment Advisor and a proud member of the National Association of Personal Financial Advisors (NAPFA). First Financial Consulting was established in 1976. Our office is located in Pasadena CA.
Year Founded
1976
Social Media
Linkedin
Industry
Financial Services
HQ Location
517 S Lake Ave Pasadena, California 91101, US
Keywords
Investment ConsultingEstate PlanningFee-OnlyDivorceFinancial PlanningRetirement PlanningFamily FinanceTax PlanningWealth ManagementInsurance Planning
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