First Foundation Advisors

First Foundation Advisors (CRD# 106075) is a financial advisory firm headquartered in Irvine, CA. They manage $3,471,237,438 in 3,268 accounts and serve the financial needs of clients across 23 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,471
    MILLION
  • Total Number of Accounts
    3,268
    ACCOUNTS
  • Average Account Value
    $1,062,190
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AZ, CA, CO, CT, FL, GA, HI, ID, LA, MD, MN, NC, NE, NH, NM, NV, NY, PA, TX, UT, WA

Financial Advisors at First Foundation Advisors
Showing 1 - 10 of 26 top financial advisors.
1
Louis P. Abel
CRD#: 1556849
18101 Von Karman Ave, Suite 700, Irvine, CA 92612
96
Wealthminder
score

Louis Abel (CRD# 1556849) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 24 years of experience in the finance industry.

2
Neil C. Amor
CRD#: 1746699
18101 Von Karman Avenue, Ste 700, Irvine, CA 92612
96
Wealthminder
score

Neil Amor (CRD# 1746699) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 19 years of experience in the finance industry.

3
Cal D. Dickman
CRD#: 4967214
18101 Von Karman Avenue, Suite 700, Irvine, CA 92612
96
Wealthminder
score

Cal Dickman (CRD# 4967214) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 10 years of experience in the finance industry.

4
Jeffrey N. Eisfelder
CRD#: 2860100
10850 Wilshire Boulevard, Suite 100, Los Angeles, CA 90024
96
Wealthminder
score

Jeffrey Eisfelder (CRD# 2860100) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 19 years of experience in the finance industry. Jeffrey Eisfelder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Andrea H. Matolo
CRD#: 5178888
18101 Von Karman Avenue, Suite 700, Irvine, CA 92612
96
Wealthminder
score

Andrea Matolo (CRD# 5178888) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 10 years of experience in the finance industry.

6
Michelle B. Nguyen
CRD#: 5445578
10850 Wilshire Boulevard, Suite 100, Los Angeles, CA 90024
96
Wealthminder
score

Michelle Nguyen (CRD# 5445578) is an Investment Advisor Representative working at First Foundation Advisors in Los Angeles, CA and has over 8 years of experience in the finance industry. Michelle Nguyen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Roger B. Palley
CRD#: 355497
18101 Von Karman Ave, Suite 700, Irvine, CA 92612
96
Wealthminder
score

Roger Palley (CRD# 355497) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 25 years of experience in the finance industry.

8
Eric H. Speron
CRD#: 4586385
18101 Von Karman Avenue, Suite 700, Irvine, CA 92612
96
Wealthminder
score

Eric Speron (CRD# 4586385) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 13 years of experience in the finance industry.

9
Jack S. Stemper
CRD#: 2706084
18101 Von Karman Ave, Suite 700, Irvine, CA 92612
96
Wealthminder
score

Jack Stemper (CRD# 2706084) is an Investment Advisor Representative working at First Foundation Advisors in Irvine, CA and has over 20 years of experience in the finance industry. Jack Stemper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Stasia E. Cato-Washington
CRD#: 4388318
1999 Harrison Street, Suite 1050, Oakland, CA 94612
93
Wealthminder
score

Stasia Cato-Washington (CRD# 4388318) is an Investment Advisor Representative working at First Foundation Advisors in Oakland, CA and has over 13 years of experience in the finance industry.

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