First Point Financial Management

(818) 436-6668
23622 Calabasas Road Suite 300, Calabasas, California, 91302

Business hours

Monday 9:00am to 6:00pm
Tuesday 9:00am to 6:00pm
Wednesday 9:00am to 6:00pm
Thursday 9:00am to 6:00pm
Friday 9:00am to 6:00pm

About us

The advisors of First Point Financial Management are members of an elite advisory firm, Kestra Private Wealth Services. Kestra Private Wealth Services is an independent Registered Investment Advisor established by veterans of the financial services industry with the expressed purpose of setting experienced financial advisors free. Kestra Private Wealth Services is dedicated to the the belief that the relationship an advisor has with their client is paramount. This relationship depends on trust, flexibility, freedom of investment choice, and the advisor's ability to offer effective, comprehensive advice and service in a conflict-free environment.

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