Rafik Fouad is a CFP-designated registered investment advisor at First Pacific Financial, INC., based in Portland, OR, with 17 years of industry experience. Rafik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,156 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Pacific Financial offers investment management services.
For Wealth Management services, the annual fee will not exceed 1.25% of the assets managed. For non-discretionary accounts, the fees are 25% higher than the discretionary services fee.
For the Spark service, clients using First Pacific Financial's asset management services through Betterment for Advisors will be charged 0.90% annually, based on the value of the assets managed.
For Charitable and Non-Profit organizations, the annual fee will not exceed 1.00% of the assets managed.
Location
811 SW 6th Avenue, Suite 1000, Portland, OR, 97204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Rafik is a portfolio committee member for YWCA Clark County since 2019 and assists with their investment allocation. He also serves on the finance committee for YWCA Clark County, assists the Sisters of St. Mary of Oregon with their investment advisor, and helps PeaceHealth with their planned giving strategy, dedicating minimal time to each activity.
Employment History
Current Registrations
First Pacific Financial, INC.
Previous Registrations
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Morgan Stanley
Morgan StanleyBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.