Earl Eastman, CLU – Founder
Earl Eastman has nearly five decades of experience advising high-net-worth individuals and families on tax-reduction strategies, advanced life insurance strategies, estate planning, and wealth preservation. After graduating from the University of Miami in 1977, he co-founded his first firm with his father and immediately began working with affluent clients on complex planning needs.
He became one of the youngest members of the prestigious Top of the Table organization and remained active for more than 25 years. Earl is also a founding member of First Financial Resources—one of the nation’s oldest and largest life insurance producer groups—and earned the Chartered Life Underwriter (CLU) designation from The American College.
Over his career, Earl built and led a respected estate planning practice that was acquired by a publicly traded financial services firm in 2006. He later founded Confidence Financial Partners, focusing on tax-efficient wealth accumulation and insurance-based planning strategies.
In 2026, the firm was rebranded as Eastman Wealth Strategies when his son, Robb, joined the business—continuing a multi-generational legacy of client-focused financial guidance.
Earl lives in San Diego with his wife of 50 years, Kim, and spends much of his spare time enjoying time with his seven grandchildren.
Robb Eastman – Partner
Robb joined Eastman Wealth Strategies in 2026, bringing experience across corporate law, institutional finance, and technology.
After earning his J.D. from Harvard Law School, he began his career at a large international law firm in New York, advising on private investment fund formation, mergers and acquisitions, and capital markets transactions. He later served as in-house counsel to a national entertainment services company, handling acquisitions, financings, and complex commercial matters.
Robb then transitioned into the technology sector as a software engineer for a national retailer, contributing to large-scale e-commerce and financial systems infrastructure. He later returned to his firm’s Global Finance group, representing asset managers and banks in asset-based lending transactions, and also served in-house at a large global alternative asset manager, advising on financing matters and evaluating emerging technologies within complex credit platforms.
Robb brings clients a distinctive combination of legal rigor, institutional finance experience, and technical fluency.
At Eastman Wealth Strategies, we believe financial consulting is about more than stocks, bonds, rates of returns and projections.
It’s about people. Families. Legacies. And the quiet confidence that comes from knowing you’ve done what’s right—not just for yourself, but for the generations that follow.
For nearly 50 years, we’ve walked alongside our clients as trusted guides, helping them navigate the complexities of wealth with clarity, humility, and purpose.
You may be a business owner paying too much in taxes, an executive worring about if you will have enough money to retire, or a professional seeking peace of mind. Regardless, we’re here to help you make wise, enduring decisions, always rooted in what matters most to you.
The clients we serve are not defined by a number. They’re defined by intention. They want to be wise stewards of their success. They’re thinking about how to align their money with their values, and how to make the most of what they’ve built.
Some are nearing retirement and want predictable income without market worry. Others are still in the growth phase, looking for smarter tax strategies. Many are thinking about the next generation and how to pass on more than just assets.
Whatever the situation, they all come to us with the same hope: to gain clarity, reduce fear, and take control of their financial future with someone they trust.
That’s what we offer: a long-term relationship rooted in personal care and strategic wisdom.
Most financial firms focus on accumulation. But what happens after the growth phase? What happens when you want to shift from building to protecting? From income to impact?
That’s where we come in.
We help you navigate the crucial transitions in life and wealth: from working years to retirement, from business ownership to exit, from financial independence to legacy.
We focus on things like tax-free income, multi-generational planning, charitable giving, and risk protection. Not just because they’re smart strategies, but because they bring peace of mind and purpose to the planning process.
We believe finishing well means more than just having enough. It means living with confidence and leaving something that lasts.
When you work with Eastman Wealth Strategies, you can expect a relationship.
We start by listening. We want to understand your goals, fears, values, and vision—before we ever talk about numbers. Then we help you build a plan that reflects who you are and what matters most to you.
Once the plan is in place, we stay with you—answering questions, adjusting strategies, coordinating with your CPA or attorney, and checking in to make sure your plan still fits your life.
Our clients often tell us they feel more confident, more informed, and more in control after our conversations. That’s exactly how it should be.
We’ll never push you into decisions. We’ll never speak over your head. And we’ll never treat you like just another account. To us, this is personal.
If you’re looking for a different kind of financial relationship built on trust, education, and long-term care, we invite you to start a conversation.
It doesn’t begin with a pitch. It begins with a question: What matters most to you, and how can we help you protect it?
*Disclaimer: Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.