Christian Welborn

About Christian Welborn

As a fee-only financial advisor and fiduciary, I offer a comprehensive approach to financial planning to help clients plan for retirement, preserve wealth, & provide a lasting legacy for their family, through financial planning and investment mangement services based upon three (3) core principles:(1) Objectivity(2) Personalized, Comprehensive Solutions(3) Predictability & Accountability> ObjectivityBecause we do not earn money from selling a product, we provide unbiased financial advice, free of any conflict of interest. Our advice is our only “product”, so there is a direct financial incentive to work in our clients\' best interest and develop solutions that fit their specific needs.> Personal, Comprehensive SolutionsWe understand that each client is unique, with distinct financial goals and circumstances. That’s why we take a personalized approach to cater our services to our clients\' needs and develop tailored financial solutions that align with their unique situation and goals.> Predictability & AccountabilityAt First Financial Consulting, we prioritize predictability and accountability in managing your finances. We believe in setting clear goals and openly discussing the target rates of return achievable over a reasonable period. Transparency is key. By mapping a specific return to our clients\' goals, we aim to instill confidence and trust.Moreover, we hold ourselves accountable. When we establish investment target returns and associated risk levels tailored to our clients\' preferences, we commit to achieving these returns over time. Similar to a job performance review, we regularly measure each portfolio’s performance against these goals. This approach ensures transparency and drives us to take responsibility.

Experience

1. Financial Advisor and Certified Financial Planner

   First Financial Consulting

   Aug 2021 — Present · Pasadena, CA, US

   As a fee-only financial advisor and fiduciary, I offer a comprehensive approach to financial planning to help my clients plan for retirement, preserve their wealth, and provide a lasting legacy for their family, through financial planning and investment mangement services based upon three (3) core principles:(1) Objectivity(2) Personalized, Comprehensive Solutions(3) Predictability & Accountability> ObjectivityBecause we do not earn money from selling a product, we provide unbiased financial advice, free of any conflict of interest. Our advice is our only “product”, so there is a direct financial incentive to work in our clients\' best interest and develop solutions that fit their specific needs.> Personal, Comprehensive SolutionsWe understand that each client is unique, with distinct financial goals and circumstances. That’s why we take a personalized approach to cater our services to our clients\' needs and develop tailored financial solutions that align with their unique situation and goals.> Predictability & AccountabilityAt First Financial Consulting, we prioritize predictability and accountability in managing your finances. We believe in setting clear goals and openly discussing the target rates of return achievable over a reasonable period. Transparency is key. By mapping a specific return to our clients\' goals, we aim to instill confidence and trust.Moreover, we hold ourselves accountable. When we establish investment target returns and associated risk levels tailored to our clients\' preferences, we commit to achieving these returns over time. Similar to a job performance review, we regularly measure each portfolio’s performance against these goals. This approach ensures transparency and drives us to take responsibility.

Education

• University of San Francisco

  BS in Business Administration, Finance | BS in Economics, Financial Economics Concentration, Finance/Business Management and Economics

  2010 — 2015

Skills

• Customer Relationship Management (Crm)
• Economics
• Social Media Marketing
• Microsoft Excel
• Financial Planning
• Editing
• Teamwork
• Mircosoft Office
• Publishing
• Microsoft Powerpoint
• New Media
• Television
• Marketing
• Management
• Copywriting
• Journalism
• Sql
• Team Leadership
• Blogging
• Editorial
• Mysql
• Customer Service
• Entertainment
• Financial Modeling
• Social Media
• Press Releases
• Digital Media
• Leadership
• Finance
• Creative Writing
• Research
• Public Relations
• Media Relations
• Financial Analysis