Mark Balaban, the principal at Balaban Financial received his BA from the University Of California, Berkeley in 1985. He began his career with Northwestern Mutual, where he was the first, second and third year leader for the entire company in the Western Region. After six years with NML, he left the company and started his own brokerage where his firm focused on the estate planning and high net worth individuals market. His firm represents some of the most highly visible people in the entertainment, business, and private sectors.
Mark has received numerous awards from the insurance industry for his excellence and is in the top 1% of all insurance brokerages in the county.
Mark has two grown children, is an avid skier and traveler, and dabbles in guitar.
Executive assistant to Mark Balaban
Monica has been in the insurance business since 2005. Monica is responsible for the day-to-day operations of Balaban Financial, overseeing the entire team with policy service, claims, client relationship, underwriting and placement of coverage. Monica is also fluent in Spanish.
Larry entered the life insurance business in 1985 with personal production, as an agent with New York Life. In 1988 he left New York Life to become a training manager for the Acacia Group. In 1992, he moved to National Life of Vermont where he trained new agents and oversaw the implementation of the Certified Financial Planner program.
In 1994, he became the senior insurance advisor to Centerlink. In 2004, he moved to Marsh Private Client Services.
Currently, he is the senior brokerage manager, where he is responsible for support, marketing, advanced sales planning (Split dollar, Estate Planning, Business Planning, Buy/Sell) and the continued comprehensive evaluation of all life insurance companies.
Dave began his career 35 years ago as life insurance underwriter for various insurance companies. With Balaban Financial, he specializes underwriting large life insurance cases, allowing Balaban Financial the unique opportunity to “pre-underwrite” all large cases, before they are submitted to a carrier. As a former Vice President with Transamerica, he was responsible for all underwriting and issue departments. Dave is a member of the Association for Home Office Underwriters, and he holds a Bachelor of Science degree from the University of Southern California.”