News & Press Releases

Louis P. Abel, CFA, CAIA, Joins First Foundation Advisors as a Managing DirectorMarch 8, 2010 | First Foundation Advisors

Costa Mesa Nonprofit Enlists Volunteers, Board to Feed PoorOrange County Business Journal, February 22, 2010 | First Foundation Advisors

Is This O.C. Investor the Last Cool Guy on Wall Street?OCRegister, February 17, 2010 | First Foundation Advisors

Irvine-Based Financial Firm Starts Its 20th Year on Strong Footing, Executives Report at Annual Client MeetingFebruary 3, 2010 | First Foundation Inc.

Worry Rises Over Wealth's Power to Harm Its HeirsAmerican Banker, January 27, 2010 | First Foundation Advisors

Preventing Spoiled Children Through Incentive Trustsonwallstreet.com, January 25, 2010 | First Foundation Advisors

First Foundation Bank Offering Turbo Tax Online Tax Preparaton January 22, 2010 | First Foundation Bank

Raiding the retirement fund to keep your business afloatCNNMoney.com, January 15, 2010 | First Foundation Advisors

The Entrepreneur's ToolboxAs the economy begins its slow recovery, business professionals must adapt to the "new normal." Here are the tools to do just that.OCMetro, January 1, 2010 | First Foundation Advisors

PEOPLE: BankingOrange County Business Journal, December 14, 2009 | First Foundation Advisors

Movers & ShakersOC Metro, December 10, 2009 | First Foundation Advisors

Roger B. Palley Joins First Foundation as Managing Director of Equity InvestmentsDecember 9, 2009 | First Foundation Advisors

Alan G. Remedios Joins First Foundation Advisors as Managing Director of Fixed-Income InvestmentsDecember 9, 2009 | First Foundation Advisors

First Foundation Advisors Hires Fixed Income Managing DirectorBank Investment Consultant, December 4, 2009 | First Foundation Advisors

First Foundation Advisors Hires Fixed Income Managing DirectorFinancial Planning Magazine, December 4, 2009 | First Foundation Advisors

Alan G. Remedios Joins First Foundation Advisors as Managing Director of Fixed Income InvestmentsReuters, December 3, 2009 | First Foundation Advisors

Roger Palley Joins First FoundationOC Metro, December 2, 2009 | First Foundation Advisors

Lee Hausner Named Thought Leader in Wealth ManagementOC Metro, December 1, 2009 | First Foundation Advisors

Americans boosting investments in foreign markets despite high risksAmid a plunge in many overseas stock markets prompted by the Dubai debt crisis, there's mounting concern that investors are rushing overseas too aggressively.Los Angeles Times, December 1, 2009 | First Foundation Advisors

Roger Palley joins First Foundation AdvisorsOrange County Business Journal, November 30, 2009 | First Foundation Advisors

The Secret of Building a Family FoundationFamily foundations do more than make grants - they can be a terrific teaching tool for subsequent generations.Wealth Manager, November 24, 2009 | First Foundation Advisors

Giving for Good: Philanthropic Wealth ManagementThe Glass Hammer, November 6, 2009 | First Foundation Advisors

First Foundation Advisors’ Senior Managing Director Receives “Thought Leader” Award by Top Private Wealth OrganizationOctober 21, 2009 | First Foundation Advisors

Socially Responsible Investing Does Not Mean Lower ReturnsDailyWorth Blog, October 16, 2009 | First Foundation Advisors

Declaration of IndependenceFinancial Advisers Leaving, Laid Off from Wall Street Firms Joining Independent CompaniesOrange County Business Journal, October 12, 2009 | First Foundation Bank

The Keller Group is Now First Foundation Advisors20-Year-Old Wealth Management Firm in Orange County Changes Name to Reflect Expanded Platform of Financial ServicesOctober 1, 2009 | First Foundation Advisors

Interview: Industry TrendsWestern Banking, October 1, 2009 | First Foundation Bank

Trust Fund Babies Cut Back in RecessionEven if they are still rich, the crisis brings new awareness and discretion.ABC News, September 23, 2009 | First Foundation Advisors

Irvine's First Foundation Bank: New Wave In InvestmentThe liquid CD program yields higher earnings than money market funds with ability for early withdrawal.OC Metro, September 9, 2009 | First Foundation Advisors

First Foundation Bank Announces New "Liquid CD"Higher Earnings than Money Market Funds with the Ability for Early WithdrawalAugust 26, 2009 | First Foundation Bank

The Cure For Financial Loss SyndromeHave you lost millions in the financial crisis? Are you suffering from anxiety, shame, guilt, insomnia, depression and a generalized loss of status? Do you look at your investment statements and break out in a cold sweat? Has your yacht been repo’d?The Wall Street Journal, August 14, 2009 | First Foundation Advisors

At 53, it's Time for Dana Point Mother of Two to Put Herself FirstRose Bloom has subordinated major needs, including her health and retirement savings, to those of her children. 'It's really important that she be a little bit selfish,' says planner Victoria Collins.Los Angeles Times (latimes.com), July 26, 2009 | The Keller Group

Wealth Manager Magazine Names Orange County's Leading Investment Management Firm "Top Wealth Managers" in the CountryJuly 16, 2009 | The Keller Group

130/30 Funds Go Back to BasicsMarkets Media Online, June 22, 2009 | The Keller Group

John Hakopian Promoted to President, The Keller Group Investment Management, Inc.Orange County Business Journal, June 7, 2009 | The Keller Group

InterviewPoint: Small Business Lending - Dave Rahn, First Foundation Bank"Small Business Have Special Challenges In Navigating These Economic Waters" - David RahnWestern Banking, June 1, 2009 | First Foundation Bank

Financial Loss SyndromeThere's a dramatic rise in emotional distress amoung the wealthyTrust & Estates, June 1, 2009 | The Keller Group

Apartment in Pacific Beach on Hornblend SoldSan Diego Daily Transcript, May 28, 2009 | First Foundation Bank

Deposits are now insured up to $250,000 through December 31, 2013May 28, 2009 | First Foundation Bank

Movers & ShakersOCMETRO, May 20, 2009 | The Keller Group

Executive Vice President And Chief Portfolio Manager John Hakopian Promoted To President Of The Keller Group Investment Management, Inc.Former President Rick Keller Remains CEO of The Keller Group & Chairman of the Board of First Foundation, Inc.May 20, 2009 | The Keller Group

First Foundation's Fresh ApproachThe Irvine-based bank offers a variety of services not provided by its traditional competitors.OCMETRO, May 1, 2009 | First Foundation Bank

CRM Helps De Novo Profit Amid CrisisFirst Foundation Bank leverages Sage’s SalesLogix customer relationship management system to find investors seeking the safety of bank deposits.Bank Systems & Technology, April 8, 2009 | First Foundation Bank

How to Make Wealth Last for GenerationsStratos, April 1, 2009 | First Foundation Advisors

Choosing a financial advisorOC Metro, March 1, 2009 | The Keller Group

Financial Loss Syndrome, Or: Why Losing Money Feels So BadCoast Magazine, March 1, 2009 | First Foundation Advisors

Four Wealth Management Experts from First Foundation Inc. Receive Prestigious Orange County Client Satisfaction Award February 26, 2009 | First Foundation Inc.

Openings, Hurdles in Luring Clients from Major FirmsAmerican Banker, February 13, 2009 | First Foundation Bank

Keller Financial Group Of Orange County Is Now First Foundation Inc.Name Change Reflects Financial Firm's Delivery Of Seamless Financial Services.February 9, 2009 | First Foundation Inc.

IFF Advisors, Inc. and Keller Wealth Advantage, LLC Combine to Form First Foundation AdvisorsJanuary 23, 2009 | First Foundation Advisors

Douglas Freeman Named in Worth Magazine's Top 100 Attorneys in 2008Worth Magazine, December 1, 2008 | First Foundation Advisors

Your Future Financial HealthLearn how a corporate trustee can help give you some peace of mind over your children's financial future.Coast Magazine, November 24, 2008 | First Foundation Bank

The Man Who Said "Thanks"Orange County Register, November 19, 2008 | First Foundation Advisors

Resist the Impulse to Flee Stock Market, Financial Planners SayLos Angeles Times, October 12, 2008 | First Foundation Advisors

FDIC Deposit Insurance Increased to $250,000 Per Depositor October 6, 2008 | First Foundation Bank

First Foundation Bank Celebrates its One-Year AnniversaryRecent events in the financial and credit markets have been unsettling.. We remain unaffected by the recent turbulence in the larger capital markets.October 1, 2008 | First Foundation Bank

The Financial Adviser as Hand-HolderNew York Times, September 26, 2008 | The Keller Group

In Tough Times, Even the Billionaires Worry New York Times, September 10, 2008 | First Foundation Advisors

Calling All GrandparentsCoast Magazine, August 1, 2008 | The Keller Group

What's On Your MindCoast Magazine, July 1, 2008 | The Keller Group

Spoilt Rotten60 Minutes - Australia, June 29, 2008 | First Foundation Advisors

Back to Banking BasicsCoast Magazine, June 1, 2008 | The Keller Group

An Essential ConversationCoast Magazine, April 1, 2008 | The Keller Group

Plan Now to Save Taxes LaterCoast Magazine, November 1, 2007 | The Keller Group

California Wealth Manager Dons Pinstripes, Starts BankInvestmentNews.com, October 22, 2007 | First Foundation Bank

O.C. Careers On the MoveOrange County Register, October 22, 2007 | First Foundation Bank

The Trust Fund WhispererGlobe Life - Canada, October 16, 2007 | First Foundation Advisors

Wealth Management Firm Opts for Start-Up Over a Sale American Banker, October 15, 2007 | First Foundation Bank

Exit StrategyCoast Magazine, October 1, 2007 | The Keller Group

New Southern California Bank One of First to Be Started by Wealth ManagersThe Keller Financial Group Establishes First Foundation Bank with $25 Million in Capital Raised.SmartMoney.com, October 1, 2007 | First Foundation Bank

First Foundation Bank open in IrvineOrange County Register, October 1, 2007 | First Foundation Bank

Money Manager Keller Group Opens Own Irvine Bank Orange County Business Journal , October 1, 2007 | First Foundation Bank

What a Difference a Month MakesCoast Magazine, September 1, 2007 | First Foundation Advisors

Doing Well & Doing Good Coast Magazine, July 1, 2007 | The Keller Group

Million Dollar BabyCoast Magazine, June 1, 2007 | The Keller Group

Crisis? What Crisis?Coast Magazine, May 1, 2007 | The Keller Group

Saving Taxes and Increasing Family WealthCoast Magazine, March 1, 2007 | The Keller Group

Get Your Financial House in OrderCoast Magazine, January 1, 2007 | First Foundation Advisors