Pacific First Wealth Management
Financial Services
Bellingham, Wa, United States
1 employees
- Employees
- 1
Pacific First Wealth Management Overview
- Headquarters
- Bellingham, Wa, United States
- Industry
- Financial Services
- Employees
- 1
- Founded
- 2024
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Pacific First Wealth Management
⬇️Company Vision⬇️ At Pacific First Wealth Management, we’re building a world class financial services firm to help the people and communities in the Pacific Northwest grow and protect their financial future. By utilizing the most robust financial planning tools, and offering a breath of solutions efficiently and independently, we’ve created this value proposition: Financial planning solutions usually reserved for clients of the biggest firms, with the guidance of a local professional with decades of successful experience, delivered for the benefit of the people and communities in the Pacific Northwest. ⬇️Community First⬇️ At Pacific First Wealth Management, giving back to the community is a foundational principle. Starting on day one, we’ll be giving a percentage of each dollar in revenue to local non-profits. As the business grows, the contributions to the community will as well. Additionally, we’ll be sponsoring free financial wellness seminars and tools to help those who need it the most. ⬇️Opening Date & Contact Information⬇️ Our opening date will be Summer 2024 with offices in Bellingham, WA, while serving communities throughout the Pacific Northwest. For any questions or inquiries my contact information is below: Andy Pohlman Founder & President Pacific First Wealth Management Andy@pacfirstwm.com 360-441-5009
Pacific First Wealth Management Contact Details
- People in AeroLeads
- 1
Pacific First Wealth Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Carly Kuntscher | Investment Operations Coordinator | United States |
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