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Earl Eastman

CEO, Financial Advisor

Earl is a financial and tax planning expert, that has been helping high net worth individuals and professionals navigate the challenges of saving, growing and protecting their assets for more than 40+ years. Earl started Confidence Financial Partners to provide a more boutique financial planning team for high net worth individuals and high potential young professionals.

 

Earl resides in San Diego with his wife of 40 years Kimberley. He is the proud father of three children  and grandfather to four grandchildren. When he is not working he likes to spend quality time with his family, exploring his interest in model trains and vintage cars, and serving at his local community church.

 

His professional passion is learning and teaching new financial strategies to set up individuals and families for success and peace of mind. Ever the student of the financial services industry, Earl is constantly reading, talking to experts, and flying around the country to learn new and innovative financial strategies that can optimize his clients financial performance.

Robert Fink, J.D.

Financial Advisor

Rob is a tax and estate planning attorney, has been helping clients deal with the challenges of saving, growing and protecting their assets for more than 20 years.

Rob has a professional history perfectly suited to creating and implementing innovative tax reduction and retirement planning strategies for high net worth individuals and business owners. His unique combination of legal, tax and insurance knowledge helps the firm's clients meet their financial goals. He has had great success in putting together strategies to deal with market volatility and record low rates of return, while also minimizing the impact of taxes on our client’s assets and estates.

Having worked with Earl Eastman in the estate and tax planning arena for over 20 years, Rob is recognized as one of the nation's preeminent experts in his field. 

Rob received his Juris Doctorate degree in 1994 from the University of Detroit Mercy School of Law where his focus was estate planning, taxation, insurance and business planning. He relocated to San Diego to establish a practice specializing in advanced estate and tax planning and shortly thereafter joined Earl in his firm. He is a member of the bar in both Michigan and California, and maintains a life insurance license. He is married and has two young boys.

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Kimberly Allen

Client Service Specialist

Tina Schneider

Client Service Specialist

Mary Kay Jordan, CPA

Tax Specialist

Contact Us

Confidence Financial Partners
P.O. Box 146, Rancho Santa Fe, CA 92067

858.756.6115

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