Fallbrook Financial Services Company Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Fallbrook Financial Services Company, LLC (“Fallbrook”) specializes in the finance and monetization of state and federal tax credits.  The United States Government and numerous states have created tax credit programs as an incentive for individuals and companies to invest in designated industries and geographic regions. Fallbrook helps tax credit awardees maximize the value of their tax credits while helping taxpayers utilize tax credits to lower their effective tax rates, increase cash flow and increase after-tax earnings.  These programs can also help investors improve their public image by providing social and economic benefits to the citizens of the state offering the incentive.  Fallbrook has an extensive understanding of tax credit markets and has facilitated the monetization of over $5,000,000,000 of federal and state tax credits for its clients, which include companies from diverse sectors such as banking, financial services, insurance, retail, health care, media and manufacturing.

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

Fallbrook Financial Services Company Global Highlights

Location
Employees

North America
25

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  • United States Of America
    25

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
    Phone icon
  • Stylized image of a person
    J. J.
    Managing Director
    Phone icon
  • Stylized image of a person
    W. C.
    Bookkeeper And Office Manager
    Phone icon
  • Stylized image of a person
    A. Z.
    Associate
    Phone icon
  • Stylized image of a person
    A. D.
    State Tax Credit Sales Coordinator
    Phone icon
  • Stylized image of a person
    G. G.
    Corporate Trainer
    Phone icon
  • Stylized image of a person
    C. R.
    Capital Markets Associate – Structured Finance, Cra & Credit Monetization
    Phone icon
  • Stylized image of a person
    D. G.
    Phone icon

Contact profiles from Fallbrook Financial Services Company

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    L. D.
    President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    J. J.
    Managing Director
    Phone icon
    Oct 17, 2025
  • Stylized image of a person
    W. C.
    Bookkeeper And Office Manager
    Phone icon
    United States
    Jul 10, 2024
  • Stylized image of a person
    A. Z.
    Associate
    Phone icon
    Sep 11, 2025
  • Stylized image of a person
    A. D.
    State Tax Credit Sales Coordinator
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    G. G.
    Corporate Trainer
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    C. R.
    Capital Markets Associate – Structured Finance, Cra & Credit Monetization
    Phone icon
    United StatesNew Jersey
    Oct 18, 2025
  • Stylized image of a person
    D. G.
    Phone icon
    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    W. S.
    Phone icon
    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 27 employees as of December 2025. 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 December 2025, Fallbrook Financial Services Company's key employees include:

  • President: L. D.
  • Managing Director: J. J.
  • Bookkeeper And Office Manager: W. C.
  • Associate: A. Z.
  • State Tax Credit Sales Coordinator: A. D.

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