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First Choice Financial Planning
First Choice Financial Planning is a registered investment adviser that delivers integrated wealth management through a collaborative team of financial,...
Overview
First Choice Financial Planning is a registered investment adviser that delivers integrated wealth management through a collaborative team of financial, legal, and insurance professionals. The firm offers services including tax planning, retirement planning, estate planning, family needs planning, investment planning, and insurance planning. Advisors work with clients on retirement, education, insurance, estate, business, and tax needs using a client-first, team-based approach.
General information
Firm type
RIA
Location
Country
United States
City
Allen
Principals
Steven Dawson
CFP, CPWA, President
Jamaul Pride
Investment Executive, COO
James Hesson
CFP, Financial Advisor
Albert Bryant
CFP, Financial Advisor
Ashley Stone
Office Manager
Jalauna Dawson
Insurance Specialist
Marquita Pride
Insurance Specialist
Natasha Hampton
Insurance Specialist
Grace Tanuku
HR Coordinator
Melissa Nelson
Accounting
Erma Bryant
Paraplanner
Sector focus
Frequently asked questions
Is First Choice Financial Planning a fiduciary?
As a registered investment adviser (RIA) under the Investment Advisers Act of 1940, First Choice Financial Planning is legally bound to act as a fiduciary, meaning it must put client interests ahead of its own. This is a higher standard than the suitability standard applied to brokers.
Who founded First Choice Financial Planning?
The founding principal of First Choice Financial Planning is not publicly identified in available records. The firm does not appear to disclose ownership or management details on its website or regulatory filings.
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