Fallbrook Financial Services is a boutique firm of specialized financial entities with a strong commitment to excellence. With decades of experience, we are a trusted partner in various financial sectors such as tax credits, capital markets, multifamily investments, film finance, and more.
At the core of Fallbrook Financial Services is a commitment to fostering economic growth and community development. We believe in creating value for our clients, stakeholders, and the communities we serve. Our approach combines deep industry knowledge with innovative solutions, ensuring that we stay at the forefront of financial services.
With nearly three decades of experience, Fallbrook Financial Services has earned the trust of a diverse range of investors, including some of America's largest corporations. We are committed to maintaining the highest standards of integrity and professionalism in our relationships with our clients and partners.
Tracing the legacy, Fallbrook's evolution of 38 years. Delve into our rich history, marked by decades of financial prowess, innovation, and client-centric values. Join us on a journey that has shaped Fallbrook into the trusted financial partner we are today.
As a visionary at Smith Barney, Craig Sheftell, Founder of Fallbrook, revolutionized the landscape by introducing the inaugural multi-investor corporate framework for the low-income housing tax credit, reshaping the way institutions invest in in affordable housing which led to exponential growth in the program.
At United California Securities, Craig Sheftell crossed paths with his future partner, Brandt Blanken, forging a dynamic collaboration. Together, they honed the tax credit process, seamlessly aligning the needs of developers and institutional investors, laying the foundation for their successful partnership.
Boldly departing United California Securities, Craig Sheftell and Brandt Blanken embarked on an entrepreneurial journey, founding Fallbrook Capital Securities. Their departure marked the inception of a client-centric firm, dedicated to innovation and excellence in the financial landscape.
Navigating the evolving landscape of state tax credits, the company strategically expanded into Hawaii and beyond, capitalizing on emerging opportunities. Adding to its prowess, the team welcomed the exceptional talent of Josh Lederer, a rock star hire, who is now the Chief Revenue Officer, which fortified Fallbrook's commitment to sustained growth and success.
Fallbrook transcended its roots in tax credits, diversifying into Sponsored Funds and Asset Management. Pioneering endeavors include inaugurating investor funds with an institutional client, direct investments in affordable housing, and subsequent ventures into LIHTC and Historic Tax Credit Funds.
In a strategic move, Fallbrook broadened its offerings, venturing into debt financing with the addition of Christian Albacarys whose deep expertise dramatically expanded the capabilities of the firm. This expansion marked a pivotal moment, enhancing the company's capacity to provide comprehensive financial solutions, reinforcing its commitment to clients' diverse needs.
In 2021, Fallbrook elevated its standing in the film industry, broadening its film tax credit portfolio with the addition of Will French. Will's extensive knowledge and decades-long experience in the film marketplace, along with his deep relationships has opened the firm to another perfect extension of its business lines. In addition to its tax credit monetization business, the firm grows its offerings to film and television debt, enhancing its comprehensive solutions for the dynamic entertainment landscape.
Over the years Fallbrook expanded, embracing the potential of green energy, and crafting innovative products for the sector. In 2023, the introduction of the IRA Bill enabled Fallbrook to provide more opportunities to its robust roster of institutional investors and to pioneer innovative tax strategies, revolutionizing the credit landscape and fostering positive change.