Firmo Investment Consulting Services Employee Directory

Investment ManagementCalifornia, United States0-1 Employees

Firmo Investment Consulting Services is an independent investment advisory firm based in Pasadena, California, offering financial planning, money management, and insurance solutions to individuals and corporations. It operates on a fee-based and performance-based model, charging a straight percentage of assets under management and not paying commissions. This fee structure is designed to align advice with client interests and reduce potential conflicts tied to sales incentives.

The firm follows an Investing with a Purpose approach, beginning with questions about the client's goals, priorities, and decisions before making recommendations, and then crafting a plan that addresses potential obstacles such as economic and tax factors. Led by founder Javier Jimenez, who has more than 16 years of consulting experience with Morgan Stanley and Wedbush Morgan Securities, Firmo positions itself as a registered investment advisory practice serving individuals and corporations with financial planning, money management, and insurance solutions, supported by research and technology to help clients achieve their goals.

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