INSIGHTS FROM FIRST FOUNDATION

A First Foundation Blog

Emily Sukman, Community Engagement Officer

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Recent Posts

Wealth & Lifestyle Philanthropy Enjoy

Volunteer of the Month - Alicia Crowell, Lucerne Valley, CA

For Alicia Crowell, pictured above on the left, giving back to her community isn’t just something she does in her spare time – it’s woven into the fabric of who she is. As a Financial Services Representative at First Foundation Bank’s Lucerne Valley branch, Alicia discovered a purpose in her volunteer work with the Lucerne Valley Academic and Vocational Scholarship Foundation.

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Wealth & Lifestyle Philanthropy Enjoy

Celebrating Community and Creativity in Running Springs

At First Foundation Bank, we take pride in celebrating the incredible talents of our team members. This month, we’re thrilled to spotlight Francine Martin, Client Service Manager (CSM) at our Running Springs branch. Francine is not only a dedicated leader but also a passionate artist whose current focus is creating glass art. 

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Wealth & Lifestyle Philanthropy Enjoy

Volunteer of the Month - Heather Wertz, Naples, FL

At First Foundation Bank, we believe that banking is about more than transactions—it’s about building lasting relationships and investing in the communities we serve. Heather Wertz, Branch Manager of our 5th Avenue location in Naples, Florida, exemplifies this philosophy through her leadership and dedication to community engagement. Her efforts help keep banking personal and strengthen the foundation of the local community. For these reasons,..

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Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by First Foundation Advisors), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from First Foundation Advisors. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. First Foundation Advisors is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the First Foundation Advisors’ current written disclosure statement discussing our advisory services and fees is available for review upon request. Please Note: First Foundation Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Foundation Advisors’ web site or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

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