A History of Service and Innovation

Since 1990 First Foundation has been committed to assisting our clients in attaining wealth and well-being through financial security and personal contentment by:

• Controlling one's financial life.
• Attaining personal objectives, dreams and aspirations.
• Protecting, empowering and engaging one's family today, tomorrow and through the generations.

Our History

1990 - Founded as one of Orange County's first fee only investment managers.

2004 - Created Services to meet the needs of ultra high net worth individuals.

2007 - First Foundation Bank opened in October 1, with $32 million in capital.

2008 - Family and Philanthropic Consulting services were added.

2010 - First Foundation was adopted as the name for all affiliates.

         - First Foundation Pasadena Office opens for business.

2011 - First Foundation Bank La Quinta Office opens for business.

         - First Foundation San Diego Office opens for business.

         - First Foundation Insurance Services opens for business.

First Foundation Brochure

» View the First Foundation Brochure online