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Rachel Costa Ribeiro

First Foundation Advisors

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About Rachel Costa Ribeiro

Rachel Costa Ribeiro is a financial advisor with First Foundation Advisors in IRVINE, CA. Rachel has been in the industry since 2008 and has experience working with high-net-worth individuals, corporations, and charitable organizations. Rachel is a Certified Financial Planner and holds Series 7 and 63 licenses. First Foundation Advisors provides financial planning, investment management, and portfolio management services to individuals and businesses. The firm has over $5 billion in assets under management.

Firm Information

Rachel Ribeiro is currently registered with First Foundation Advisors. First Foundation Advisors is an investment advisor headquartered in Irvine, CA. The firm has been registered with the SEC since 2005 and manages over $5.25 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and investment companies. They offer financial planning, portfolio management, and selection of other advisors.
First Foundation Advisors

18101 VON KARMAN AVE

IRVINE, CA 92612-1051

$5.25B

Assets Under Management

Not reported

Total Clients

31

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Rachel Ribeiro’s Registration & Firm History

CA

10/23/2019 - Present

First Foundation Advisors (IRVINE CA)

CA

01/03/2011 - 06/11/2013

WELLS FARGO ADVISORS, LLC (IRVINE CA)

CA

05/12/2010 - 01/03/2011

WELLS FARGO INVESTMENTS, LLC (LAGUNA NIGUEL CA)

NJ

06/17/2008 - 05/12/2009

ICAP CORPORATES LLC (JERSEY CITY NJ)

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Licenses & Designations

BC

Issued 07/29/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Costa Ribeiro.
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