(As Featured in "Financial Planning")
by TOBIAS SALINGER
High-net-worth and ultrahigh-net-worth advisers are overlooking a valuable savings tool for their clients, one investment research firm says.
Only 16% of wealthy investors have opened 529 plans for their children’s college expenses, according to a study by investment research firm Spectrem Group... Read More
(As Featured in the "Daily Pilot")
A $60,000 grant from Irvine-based First Foundation Inc. will be given to the Discovery Science Foundation to help fund the Discovery Cube's Ocean Quest in Newport Beach for ocean-science education... Read More
If you're going into business with several partners, make sure you set some retirement ground rules upfront.
(As Featured in "San Francisco Business Times")
by MARK CALVEY
(As Featured in "The Orange County Register")
First Foundation Inc., a financial services company with two wholly owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, is acquiring two branches from Pacific Western Bank in Laguna Hills and Seal Beach. The deposits in the branches total roughly $200 million... Read More
(As Featured in "Equipment Finance Advisor")
Garrett Reetz has joined First Foundation Bank as Credit Officer in the Equipment Finance Department in Irvine, California. While servicing the equipment finance and leasing needs of the bank’s customers and prospects, the primary growth engine for the Equipment Finance Department is through third party originations... Read More
(As Featured in "Reuters")
- Upon closing of transaction, first foundation bank will operate a total of eleven branches
- First foundation to acquire two branches in Orange County... Read More
(As Featured in "Monitor Daily")
Garrett Reetz joined First Foundation Bank as credit officer in the equipment finance department.
Reetz was previously a credit officer with Financial Pacific Leasing. He started as a credit analyst with Financial Pacific Leasing in June of 2014... Read More
(As Featured in "La Jolla Light")
by David L. Coddon
Like the financial institution of which he is chief executive officer, Scott F. Kavanaugh is constantly on the move. His Irvine-based First Foundation Inc., which has had a San Diego office on Executive Drive since 2011, has expanded from Southern California (seven branches) east into Las Vegas and west to Hawaii... Read More
(As Featured in "American Banker")
by JOHN REOSTI
For First Foundation, the government-backed program should... Read More
(As Featured in "The Street")
By Keris Alison Lahiff
Stock futures edged higher in the return from the long Labor Day weekend as markets continued to mull over the Federal Reserve's next big move.
S&P 500 futures were up 0.09%, Dow Jones Industrial Average futures climbed 0.11%, and Nasdaq futures added 0.1%.