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Scott Fredrick Sommers

First Financial Consulting

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About Scott Fredrick Sommers

Scott Fredrick Sommers is a financial advisor with First Financial Consulting. Scott has been a financial advisor for over 30 years, and is committed to helping individuals and families reach their financial goals. Scott specializes in financial planning, pension consulting, and portfolio management. Scott is a Registered Investment Advisor (IA) in California and holds the Series 6 and Series 63 licenses. Scott is a Chartered Financial Consultant (ChFC). Scott has a strong track record of success in the financial services industry. Scott is dedicated to providing his clients with personalized advice and exceptional service.

Firm Information

Scott Sommers 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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Scott Sommers’s Registration & Firm History

CA

01/01/2025 - Present

First Financial Consulting (PASADENA CA)

NE

06/24/1999 - 01/16/2000

LSA SECURITIES, INC. (LINCOLN NE)

NY

04/03/1990 - 11/13/1998

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/01/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Scott Fredrick Sommers.
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