Mission & Values

We’re different. We have built our company with the best in the business from the ground up with our clients in mind. Consistent with the core values of the firm, which is to enhance our clients’ wealth and well being, First Foundation Insurance Services safeguards our clients assets. We listen. In the course of providing comprehensive insurance solutions, we provide recommendations to assist with achieving the financial health and depth of solution objectives of our clients. This unrivaled, multi-layered approach of remarkable service, meaningful interactions, and value-driven technology helps us deliver more than expected.

Helping to achieve wealth and well being for our clients is why we exist. Since 1990, First Foundation has been assisting its clients to meet their financial needs. Today, the integration of First Foundation Advisors and First Foundation Bank provides our clients with a full complement of financial solutions aiding them in:

  • Assessing current and long-range financial goals and optimizing their financial life
  • Clarifying and attaining their hopes, dreams and concerns for their children and future generations
  • Introducing ideas, strategies, and structures to facilitate attaining their objectives
  • Protecting and empowering their family today, tomorrow and through the generations

We do all this for our clients through integrated services including, Insurance, Investment Management, Wealth Planning, Consulting, Trust Services and Banking. There aren’t many firms that can offer the strength and service of our award platform.

Does this align with the mission and values you bring to your clients? Do you want a remarkable platform to build your career upon? Send us an email, letting us know why you do what you do, along with your resume or a link to your LinkedIn profile.