Greg Welborn
Objective Advice You Can Trust
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Serving Clients Nationwide
Objective Advice You Can Trust
Areas of Focus
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Greg Welborn
Hi, I'm Greg Welborn, a Principal at First Financial Consulting. I work with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years’ experience, I have developed a strong track record of providing 100% objective advice, always focusing on the client’s best interests.A pioneer in the development of investment consulting services for individual investors, I'm a respected authority on personal financial issues; I have lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and have assisted NBC’s Today Show in their weeklong series, “Money for Women.” I am also a member of the Forbes Finance Council and Kiplinger Advisor Collective.
I received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan. My wife, Irene, and I have been married for 30+ years, have 3 adult children, and remain active in our church and community.
Affiliations
- National Association of Personal Financial Advisors
Primary Location
517 South Lake Avenue, Pasadena, California 91101
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
- Percentage of Assets Managed
What to expect in the first meeting
We believe that every client is unique. We want to take the time to get to know your concerns, goals, and dreams. Our fiduciary financial advisors don’t try to make one size fit all; we take the time to learn about who you are, what you need, and whether we can help you with your retirement planning needs as a retirement financial advisor.Successful retirement planning all starts with a friendly conversation. Click the 'Book Intro Call' button above to get in touch. We look forward to speaking with you.
Offers Investment Management
Yes
About First Financial Consulting
First Financial Consulting provides 100% objective retirement planning and investment management services, specifically tailored to your unique situation, needs and goals. Our fiduciary services are always in your best interest.The Benefits of Working with Our Fiduciary Financial Advisors
✔️ We Provide 100% Objective Advice
As a fee-only financial advisor, we do not sell any products or accept any commissions. Instead, we provide fiduciary services and create a financial plan which reflects the client’s specific situation.
✔️ We Look at the Whole Picture
Our fee-only financial planners work to understand the totality of the client’s situation and to develop a comprehensive plan which will actually help them accomplish their goals.
✔️ We Give Advice Whenever You Need it
As a fee-only financial advisor in Pasadena, we do not sell any products or accept any commissions. Instead, we provide advice and create a financial plan which reflects the client’s specific situation.
First Financial Consulting
First Financial in Pasadena specializes in helping people planning for retirement, or already enjoying retirement, as well as families and professionals in earlier phases of life. We’re the best financial advisors for retirement because we provide exceptional personal service and maintain the highest professional and ethical standards.
Education
University of Southern California, MBA, Finance, Investments, Taxation | Occidental College, BA, Economics, Political Science, Math
Hobbies and Interests
- Church
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
- Parents
- Young Families
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