First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced today they have appointed Roger Stinnett as a Managing Director of Wealth Planning. Roger returns to First Foundation after spending two years at an LA-based asset management company, where he was the Director of Financial Planning.
In his role at First Foundation, Stinnett will be responsible for working closely with the firms clients to analyze their current financial situation and develop sophisticated, comprehensive plans to address and implement their goals. He will focus on assessing each clients portfolio to ensure risks are addressed and opportunities are realized. He will also work with teams across all business units of First Foundation, including banking and trust services, to deliver wealth plans to clients as needed.
It is so nice to welcome Roger back, said John Hakopian, President of First Foundation Advisors. He was instrumental in shaping the early direction of our wealth planning program and, after a brief stint away, we look forward to having him rejoin the group as we ramp up our efforts to deliver wealth planning as a core component to our private wealth management offering.
Stinnett brings over 30 years of experience in tax and financial planning, and has focused his time on delivering a personalized experience for each client. He has previously served as the Manager of Tax and Financial Planning Group at City National Bank, as well as the Senior Manager in Private Client Services at Ernst & Young. He is a Certified Public Accountant, Certified Financial Planner and holds the Certified Investment Management Analyst designation.
About First Foundation
First Foundation, a financial institution founded in 1990, provides private wealth management, personal banking, and business banking. The Company has offices in California, Nevada, and Hawaii with headquarters in Irvine, California. For more information, please visit www.firstfoundationinc.com.