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John Karl Griesinger

First Financial Consulting

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About John Karl Griesinger

John Karl Griesinger is a registered investment advisor representative with First Financial Consulting. John has been in the industry since 2001 and has experience providing financial planning and portfolio management for individuals and businesses. He is licensed in California and has passed the Series 6, 63 and 65 exams. Previously, John was registered with Pacific Select Distributors, Inc. in Newport Beach, CA.

Firm Information

John Griesinger is currently registered with First Financial Consulting. First Financial Consulting is an independent, fee-only financial advisory firm with over $500 million in assets under management. Founded by [missing founder information], the firm offers a range of services including financial planning, portfolio management, and pension consulting. They serve a diverse client base of high-net-worth individuals, corporations, and individuals with less than $1 million in assets. Their focus is on providing personalized financial advice and helping clients reach their financial goals.

$500.00M

Assets Under Management

597

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Griesinger’s Registration & Firm History

CA

01/01/2025 - Present

First Financial Consulting (PASADENA CA)

CA

06/18/2001 - 02/10/2009

PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 06/23/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/16/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Karl Griesinger.
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