Since 1990, First Foundation has built a reputation for providing integrated investment management, wealth planning, consulting, trust, insurance, and banking services.
Founded as one of Orange County’s first fee-only investment managers.
Created services to meet the needs of ultra high-net-worth individuals.
First Foundation Bank opened on October 1, with $32 million in capital.
Family and Consulting services are added.
First Foundation is adopted as the name for all affiliates.
First Foundation San Diego Office opens for business.
First Foundation Bank acquires Desert Commercial Bank.
First Foundation Las Vegas Office opens for business.
First Foundation lists shares on NASDAQ Global Stock Market.
First Foundation launches Commercial and Private Client Insurance Services.
First Foundation enters Hawaii market through merger with Pacific Rim Bank.
Our mission is to enhance the wealth and well-being of our clients through a comprehensive suite of integrated services.
Comprehensive Financial Services to Enhance Your Wealth & Well Being
Community Non-Profit Services
Life Skills Training
Women in Wealth
Family Wealth Planning
Property & Casualty
Personal & Business
Cash Flow Analysis
Business Sale Planning
Flexible Hybrid Architecture
A Letter from our CEO
The path that First Foundation has taken to provide banking, trust services, financial planning, investment management, estate and legacy planning, foundation support,and insurance services to our clients, all under one roof and all under the fiduciary standard of care, is a path not often traveled. But we prefer it this way. At First Foundation, we’ve never taken the easy path, but we’ve always chosen the right one – for our clients, our families, our communities, and each other.
In 2008 we created First Foundation, but our story dates back to 1990 when Rick Keller and his team at the Keller Group were providing wealth management services to individuals and businesses in Orange County. The Keller Group was one of the nation’s first wealth management firms to align their success with their clients, not just in how they invested but in how they were compensated for the work they did. In industry parlance this is referred to as ‘fee-only’ and ‘operating under the fiduciary standard’. For the Keller Group, it was just how business was done.
As the needs of clients became more complex, Rick sought additional support to offer his clients true, comprehensive wealth management. In 2007, Rick and I, along with the support of many, created First Foundation Inc. and added the capabilities of a bank to the existing investment management and financial planning platform. We would later add trust services, legacy planning, consulting, and insurance services. This was to be the core offering of our platform and delivered in way that maintained a relentless focus on client service. I like to say that we have the capabilities of a multi-diversified financial institution, yet the personal touch of a boutique firm.
With the service offering firmly in place, we began to reach new clients and experience significant growth. We not only grew our existing client base but we expanded into new regions. All of this activity was supported by a team of extraordinarily talented people. We also looked to reinvest in the communities in which we serve, and build specific programs and solutions to help empower the non-profits affecting positive change in our own backyard.
As we sit here today, I am very pleased at what we have built, but I also know that this is just the beginning. In fact the entire team at First Foundation is focused on continuing to find ways to better serve our clients and build on what we have started. As you will likely see, we have created something that is unique at First Foundation and we hope to have the opportunity to show you what our platform can do for your wealth and well-being.- Scott F. Kavanaugh, Chief Executive Officer
Working at First Foundation
Join Our Team
Interested in joining our team? If you share a passion for working hard, striving for excellence, and placing clients’ needs first, then we should talk. Please click here to learn more about careers with First Foundation.Learn More