First Foundation Bank
BanksInvestment AdvisorsMortgageATMFinancial Services
A Letter from Our CEO;
The path that First Foundation has taken to provide banking, trust services, financial planning, investment management, estate and legacy planning, foundation support, and insurance services to our clients, all under one roof and all under the fiduciary standard of care, is a path not often traveled. But we prefer it this way.
In 2008 we created First Foundation, but our story dates back to 1990 when Rick Keller and his team at the Keller Group were providing wealth management services to individuals and businesses in Orange County. The Keller Group was one of the nation’s first wealth management firms to align their success with their clients, not just in how they invested but in how they were compensated for the work they did. In industry parlance this is referred to as ‘fee-only’ and ‘operating under the fiduciary standard’. For the Keller Group, it was just how business was done.
Branch Manager - Big Bear LakeCategory: BankingBranch Manager - First Foundation Bank First Foundation Bank 40865 Big Bear Blvd. Big Bear Lake, CA, 92315Requisition ID: 1049 Summary: Responsible for the sales/service activities, marketing plan, leadership/management, operating budget, profitable growth, and operational integrity of the assigned branch. Duties and Responsibilities: •Proactively leads branch team, and participates, in ...read moreContact: Jay KannerPhone:(909) 866-5861
Universal Banker - First Foundation BankCategory: BankingSkip to Main ConteUniversal Banker - First Foundation BankFull-time Regular 40865 Big Bear Blvd. Big Bear Lake, CA, 92315Requisition ID: 1095 Summary: Responsible for providing exceptional service to all bank clients, whether in person, over the phone or via written correspondence.Duties and Responsibilities: •Needs Based Selling: Proactively promotes, cross sells and refers products and ...read moreContact:Phone:(909) 878-1718