First Foundation, a financial services firm providing investment management, wealth planning, trust and banking services to HNWIs and businesses, has opened a new wealth management office in Oakland, Northern California.
The firm has named managing director Stasia Washington as a regional director of wealth management services in Northern California.
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Washington will relocate from First Foundation’s West Los Angeles office back to the Bay Area, where she worked for many years as head of sales for Union Bank’s Private Bank.
She has more than 25 years experience in the financial services sector advising HNWIs and their families, business owners, corporate executives and socially responsible entrepreneurs on the management of liquid assets, financial planning, estate and tax planning.
First Foundation Advisors president John Hakopian said: "We now have a physical office from which to better serve the firm’s clients and attract new ones. That, along with the leadership and network contacts that Stasia brings to the team, positions us well for growth."
Washington added: "In addition to expanding the reach of our wealth management offering, we will be supporting the region through our philanthropic initiative, Supporting Our Communities, as well as running our Focus on Women programs for financial literacy and empowerment."
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