First Foundation Advisors Named as One of the Top Financial Advisory Firms on the CNBC FA100 List
13 Septembre 2023 - 10:30PM
Business Wire
First Foundation Inc. (NYSE: FFWM) (“First Foundation” or the
“Company”), a financial services company with two wholly-owned
operating subsidiaries, First Foundation Advisors and First
Foundation Bank, announced today that First Foundation Advisors has
been recognized as one of 2023’s top financial advisory firms for
the second consecutive year. The CNBC FA100 is an annual list,
issued on September 12, 2023, which recognizes firms that provide
wealth management services to their clients. First Foundation
Advisors ranked seventeenth on the national list.
"We are honored to be included on this esteemed list once
again," said Rick Keller, CFP®, Chairman, First Foundation
Advisors. "This recognition is a testament to our team's unwavering
commitment to providing exceptional financial guidance and service
to our clients, and we are grateful to have the opportunity to do
so."
The CNBC FA100 is an annual list compiled by CNBC and AccuPoint
Solutions, recognizing the top financial advisory firms that best
help clients navigate their financial lives. To be included on this
list, companies must meet strict eligibility criteria and undergo a
comprehensive evaluation process that assesses their performance
against key industry benchmarks. This year's rankings were based on
a number of factors, including total assets under management, years
in business, and accounts managed. There was no compensation
directly or indirectly provided in order to obtain this rating.
First Foundation Advisors provides a wide range of financial
planning and investment management services, tailored to meet the
unique needs and goals of our clients. With a team of experienced
financial professionals, we are dedicated to helping our clients
achieve their financial objectives and maintain sound financial
health.
About First Foundation
First Foundation Inc. (NYSE: FFWM) and its subsidiaries offer
personal banking, business banking, and private wealth management
services, including investment, trust, insurance, and philanthropy
services. This comprehensive platform of financial services is
designed to help clients at any stage in their financial journey.
The broad range of financial products and services offered by First
Foundation are more consistent with those offered by larger
financial institutions, while its high level of personalized
service, accessibility, and responsiveness to clients is more
aligned with community banks and boutique wealth management firms.
This combination of an integrated platform of comprehensive
financial products and personalized service differentiates First
Foundation from many of its competitors and has contributed to the
growth of its client base and business. Learn more at
firstfoundationinc.com or connect with us on LinkedIn and
Twitter.
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version on businesswire.com: https://www.businesswire.com/news/home/20230913976674/en/
Investor and Media Contact: Alyssa Haney Digital
Marketing Manager ahaney@ff-inc.com (239) 359-8523
First Foundation (NYSE:FFWM)
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