About Eastman Wealth Strategies

A Multi-Generational Approach to Thoughtful Planning

At Eastman Wealth Strategies, we focus on helping clients uncover strategies that can materially improve how their wealth is taxed, structured, and accessed over time.

This often creates opportunities for greater efficiency, flexibility, and the ability to do more with the capital you keep.

For nearly five decades, Earl Eastman has worked with professionals, business owners, and families navigating complex financial decisions.

Today, he works in partnership with his son, Robb, combining deep experience with a modern perspective to help clients approach their financial lives with greater clarity and intention.

Clients come to us not because they need more advice, but because they want to better understand what’s possible.

Founder

Earl Eastman, CLU

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 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, reflecting the next chapter of the business alongside his son, Robb.

Earl lives in San Diego with his wife of 50 years, Kim, and enjoys spending time with their seven grandchildren.

Partner

Robb Eastman

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, where he handled 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.

A Personal Invitation

If you’re interested in exploring what may be possible in your situation, the next step is a conversation.

We’ll start by understanding where you are, what you’re trying to accomplish, and whether our approach is the right fit.

A brief introductory call to understand your situation and determine whether our approach is right for you.

© 2026 Eastman Wealth

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*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.