Freemark Financial is a Southern California provider of bespoke business and wealth solutions that meet the needs of clients spanning a variety of entertainment verticals, including music, film, and advertising. Among the areas of Freemark Financial's expertise are tax planning and compliance, including guidance in the area of international taxation.
With Freemark Financial also assisting with the handling of estate and real estate planning needs high net worth of clients, the firm’s state-licensed CPAs prepare tax returns at the state, federal, and local levels. With all recommendations provided in a timely and forward-facing manner, comprehensive reports detail estate activity in ways that allow for portfolios to be assessed and repositioned as required.
Freemark Financial is led by Steves Rodriguez and Andrew K. Meyer, with the latter partner active in contributing to nonprofits such as the Alzheimer's Association, LA Family Housing, and Chrysalis. Chrysalis provides individuals who are homeless or low-income with tools for self-sufficiency. Mr. Rodriguez is active with Making Education The Answer as president, where he guides college scholarship efforts focused on disadvantaged Latino students in the Los Angeles area.