# First Choice Financial Planning

First Choice Financial Planning is a RIA based in Allen, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Allen, United States
- **Assets under management:** Undisclosed
- **Website:** https://firstchoicefinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/first-choice-financial-planning

## Regulatory record

- **CRD number:** 166363
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/166363

## About

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.

## Sectors

- Financial Services
- Wealth Management
- Investment

## People

- 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

## 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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Last updated: 2026-08-11T15:06:42.396Z

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