Your trusted financial partner in California for over 15 years
Founded in 2008 in the heart of California, EagleMark Finance was born from a simple yet powerful vision: to provide personalized financial services that truly make a difference in people's lives.
What started as a small financial advisory firm in Los Angeles has grown into a comprehensive financial services company serving thousands of clients across California. Our journey has been marked by unwavering commitment to our clients' success, innovative financial solutions, and deep understanding of the unique financial landscape in California.
Today, we manage over $2 billion in assets and have helped more than 5,000 individuals and businesses achieve their financial goals. From first-time homebuyers to established business owners, from young professionals to retirees, we've been privileged to be part of countless financial success stories.
Recognized for excellence in financial services and customer satisfaction.
Certified financial professionals with decades of combined experience.
Every decision we make is guided by what's best for our clients.
Your financial security and privacy are our highest priorities.
The principles that guide everything we do
To empower individuals and businesses to achieve financial success through personalized, innovative, and trustworthy financial services that make a meaningful difference in their lives.
To be California's most trusted and respected financial services firm, known for our unwavering commitment to client success and our innovative approach to financial solutions.
Meet the experienced professionals leading EagleMark Finance
Chief Executive Officer
With over 20 years in financial services, Michael leads our strategic vision and ensures we deliver exceptional value to every client.
Chief Financial Officer
Sarah brings 18 years of experience in financial planning and investment management, ensuring our clients' portfolios are optimized for success.
Chief Operations Officer
David oversees our daily operations and client services, ensuring every interaction exceeds expectations and delivers outstanding results.
The results speak for themselves
We believe in giving back to the California communities that have supported our growth.
EagleMark Finance is proud to support local charities, educational initiatives, and community development projects throughout California. We sponsor financial literacy programs in schools, support local small businesses, and contribute to various charitable organizations.
Free workshops and seminars for students and adults
Mentoring and funding for local entrepreneurs
Annual donations to local charities and causes
Join thousands of satisfied clients who trust us with their financial future.