"Hello! My name is Mark Musallam. I the founder of EverWise Financial Services & Insurance Solutions. I've been in the financial services industry since 2004 when I joined New York Life. I spent two years with Franklin Templeton as a mutual fund specialist and two years at a local credit union as a financial adviser before returning to New York Life and spending 10 years as Corporate VP of Agency Standards (compliance). I decided to start my own firm, EverWise, in November of 2025. I am a fully licensed and registered investment adviser representative.

I live in the Greenhaven/Pocket area of Sacramento and have two children. We all graduated from JFK HS and currently my daughter is following in my Aggie footsteps. In my free time, I'm a gigging musician around the greater Sacramento area (markmusallam.live)."

EverWise Financial Services & Insurance Solutions is designed to satisfy your investment & insurance needs. We can assist with reviewing options for old 401(k), 403(b), 457, or IRA accounts, which may include leaving assets in an existing plan, rolling assets to a new employer's plan, taking a cash distribution, or rolling assets to an IRA, depending on your individual circumstances, 529 college savings plans, life insurance, long term care insurance, brokerage accounts, health insurance, as well as disability. We work with families and small businesses to discuss tax-conscious investment considerations. Neither EverWise Financial Services & Insurance Solutions, Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Company, nor their representatives provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. 

Mark Musallam is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor. Eagle Strategies LLC is a New York Life Company. Mark Musallam is also a Registered Representative offering securities through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency, and an agent licensed to sell insurance through New York Life Insurance Company. NYLIFE Securities LLC is a New York Life Company. EverWise Financial Services & Insurance Solutions is not owned or operated by Eagle Strategies LLC, NYLIFE Securities LLC, New York Life Insurance Company, or their affiliates. 

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