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Advisor Office
First Foundation Advisors

Rolling Hills Estates Office

4A Peninsula Center, Rolling Hills Estates, CA. 90274
Monday - Friday | 8am - 4pm
(310) 698-8400
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Our Rolling Hills Estates Office Specializes in Serving You

Through our platform of private wealth management, personal banking, and business banking services, we have established ourselves as one of the top financial firms in the country. We have accomplished this not only through a suite of services that is typically only available at large financial institutions, but through high-touch client service found at boutique firms. We believe this combination of comprehensive solutions and client care uniquely positions us to serve the financial needs of professionals, their businesses, and their families.

Clients deserve to be able to share their philosophies on money with a team of professionals who then show them how to strategize toward specific goals. We are versatile enough to serve the most complex of financial needs, yet personal enough to understand the reasons for the financial decisions you need to make. We stand ready to provide every client with any and all of our abilities, as it suits their best interests. Our clients are individuals, businesses, business owners, corporate executives, multi-generational families, and foundations. 

  • Investment Management
  • Wealth Planning
  • Trust Services
  • Philanthropy Services

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS #793235.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY