What departments does Fallbrook Financial Services Company have?

Fallbrook Financial Services Company has employees across 3 departments including Administrative, Finance, Sales.

What is the largest department at Fallbrook Financial Services Company?

The largest department at Fallbrook Financial Services Company is Administrative with 1 employees.

Where are Fallbrook Financial Services Company employees located globally?

Fallbrook Financial Services Company has employees across 3 continents and 3 countries including Philippines, Portugal, United States Of America.

How has Fallbrook Financial Services Company's team size changed over time?

Fallbrook Financial Services Company's team has decreased from approximately 17 to 15 employees based on available data.

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.

Fallbrook Financial Services Company Global Highlights

North America
29

United States Of America
29

Asia
1

Philippines
1

Europe
1

Portugal
1

Fallbrook Financial Services Company's Leadership

L. D.
President
Mobile Phone
Email
J. J.
Managing Director
Mobile Phone
Email
E. F.
Managing Director
Mobile Phone
Email
W. C.
Bookkeeper And Office Manager
Mobile Phone
Email
C. R.
Capital Markets Associate – Structured Finance, Cra & Credit Monetization
Mobile Phone
Email
A. Z.
Associate
Mobile Phone
Email
A. D.
State Tax Credit Sales Coordinator
Mobile Phone
Email
G. G.
Corporate Trainer
Mobile Phone
Email

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 Info

Location

Last Update

L. D.
President
Mobile Phone
Email
Oct 17, 2024
J. J.
Managing Director
Mobile Phone
Email
Jan 14, 2026
E. F.
Managing Director
Mobile Phone
Email
United StatesNew York
Jan 14, 2026
W. C.
Bookkeeper And Office Manager
Mobile Phone
Email
United States
Jul 10, 2024
C. R.
Capital Markets Associate – Structured Finance, Cra & Credit Monetization
Mobile Phone
Email
United StatesNew Jersey
Jan 14, 2026
A. Z.
Associate
Mobile Phone
Email
Jan 14, 2026
A. D.
State Tax Credit Sales Coordinator
Mobile Phone
Email
Oct 17, 2024
G. G.
Corporate Trainer
Mobile Phone
Email
Oct 17, 2024
D. G.
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
W. S.
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Fallbrook Financial Services Company known for?

Fallbrook Financial Services Company was founded in 1999 operates in the Financial Services industry. The company's main headquarters is located in 26610 Agoura Road 120 Calabasas, California 91302 United States; you can contact the main corporate office by phone at

+1-818-657-****

. Explore Fallbrook Financial Services Company's company overview page for more information.

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

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?

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

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

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

President: L. D.
Managing Director: J. J.
Managing Director: E. F.
Bookkeeper And Office Manager: W. C.
Capital Markets Associate – Structured Finance, Cra & Credit Monetization: C. R.

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Fallbrook Financial Services Company Employee Directory

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