Fallbrook Financial Services Company logo

Fallbrook Financial Services Company Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Fallbrook Financial Services Company, LLC operates in the financial services sector with a focus on monetizing state and federal tax credits. By helping awardees maximize the value of their credits and enabling taxpayers to reduce their effective tax rates, increase cash flow, and improve after-tax earnings, the firm positions itself as a specialist in tax credit markets for a broad range of clients across industries such as banking, insurance, retail, health care, media, and manufacturing. Based in Calabasas, California, the company serves a professional clientele that seeks to leverage tax incentive programs to support investments in designated industries and geographic regions. With an extensive track record, Fallbrook reports facilitated monetization of billions in tax credits, drawing on experience across diverse market sectors.

Find Fallbrook Financial Services Company employees' phone numbers or email addresses

Fallbrook Financial Services Company Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Asia
1

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  • Philippines
    1

Europe
1

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  • Portugal
    1

Fallbrook Financial Services Company's Leadership

  • Stylized image of a person
    L. D.
    President
  • Stylized image of a person
    J. J.
    Managing Director
  • Stylized image of a person
    A. Z.
    Associate
  • Stylized image of a person
    A. D.
    State Tax Credit Sales Coordinator
  • Stylized image of a person
    G. G.
    Corporate Trainer
  • Stylized image of a person
    W. S.

Fallbrook Financial Services Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Fallbrook Financial Services Company

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    L. D.
    President
    Oct 17, 2024
  • Stylized image of a person
    J. J.
    Managing Director
    Jun 26, 2026
  • Stylized image of a person
    A. Z.
    Associate
    Jun 29, 2026
  • Stylized image of a person
    A. D.
    State Tax Credit Sales Coordinator
    Oct 17, 2024
  • Stylized image of a person
    G. G.
    Corporate Trainer
    Oct 17, 2024
  • Stylized image of a person
    W. S.
    Oct 22, 2024

Frequently Asked Questions

What is Fallbrook Financial Services Company known for?

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Fallbrook Financial Services Company was founded in 1999 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Fallbrook Financial Services Company's company overview page for more information.

What is Fallbrook Financial Services Company's most common email format?

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Fallbrook Financial Services Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fallbrook Financial Services Company email formats with LeadIQ.

How many employees does Fallbrook Financial Services Company have currently?

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Fallbrook Financial Services Company has approximately 25 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Fallbrook Financial Services Company's key employees and leadership?

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As of July 2026, Fallbrook Financial Services Company's key employees include:

  • President: L. D.
  • Managing Director: J. J.
  • Associate: A. Z.
  • State Tax Credit Sales Coordinator: A. D.
  • Corporate Trainer: G. G.

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