First Pacific Financial, Inc.
Firm details
- Headquarters
- Vancouver, Washington
- CRD number
- 284736
- Registered since
- August 17, 2016
- Website
- fp-financial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.3%
- Individuals16.53%
- Corporations / Businesses4.05%
- Charitable Organizations1.01%
- Pension & Profit Sharing Plans0.11%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
First Pacific Financial, Inc. is an independent registered investment adviser organized as a corporation and SEC-registered since 2016. The firm serves both individuals and families as well as institutional clients, offering financial planning, portfolio management for individuals and businesses, and pension consulting. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. First Pacific identifies as an active ESG investor and does not operate as a capital allocator; instead it relies on third‑party managers for alternative exposures. The firm has received recognition in industry publications, including Citywire’s 50 Growers Across America (2021) and inclusion in Forbes’ lists of Top RIA Firms (2023, 2024).
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- Exchange Traded Equities10%
- US Government Bonds5%
- Cash & Cash Equivalents3%
- State & Local Bonds2%
Owners & executives
3 of 5
Todd Engblom-stryker
CEOCRD 3096506
Brandon Treasure
Co-Chief Investment OfficerCRD 6630348
Adam Wishard
Co-Chief Investment Officer ShareholderCRD 5143145
Contacts
3 of 17
Elizabeth Perry
Client Services AssociateCRD 1512591
Todd Montalbo
Financial AdvisorCRD 5632552
Rebecca Garrow
Financial AdvisorCRD 2582534
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 182Active vs passive
$690M in ETFs
51%
$352M
35%
$338M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BOND ETF (JCPB) | JP Morgan | Active | Intermediate Core Plus Bond | $97.3M | 2,072,548 | 14.10% |
Location
Vancouver, WA
Clark
Location
Vancouver, WA
Headquartered in Vancouver, WA, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clark
- Address
- 610 Esther St
- Time zone
- PT (UTC-8)
- Office locations
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