Our Financial Services

Financial Planning Services in Lathrop, CA

At Estrada Financial Services, we help individuals, families, and business owners in Lathrop, CA and nationwide plan for retirement, invest with purpose, use proactive tax planning strategies, and build lasting wealth.

Financial Education

01

Simple financial insights to support long-term stability.

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Financial Consulting

02

Strategic financial guidance for smarter business decisions.

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Investing & Wealth Building

03

Strategic guidance on building long-term wealth through

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15+

Years of helping others

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Mark Estrada Founder, Estrada Financial Services

From Military Discipline to Financial Freedom

27 years of service. A lifetime mission to help you win financially.

I live my life grounded in Kaizen—the Japanese philosophy of continuous improvement. While Kaizen is most commonly associated with manufacturing, I believe its principles apply to every aspect of life: personal growth, leadership, and service to others. As I learn, I make it a priority to turn around and share that knowledge so others can grow sooner than I did and avoid mistakes I’ve already made. This mindset shapes everything I do and explains why I’ve found purpose as a Noncommissioned Officer in the U.S. Army, a youth sports coach, and a manager. In each role, my focus has been on developing people preparing them to succeed, to lead, and to become the next generation of coaches, athletes, teachers, mentors, and leaders.

I don’t just aim to improve myself. I aim to help others rise with me.

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Call Me

(209) 665-3115
Why Choose Me

Turning Lessons Into Leadership

I live by the principles of Kaizen, Japanese for continuous improvement. I believe growth is a responsibility, not just a personal goal. As I learn, I pass that knowledge on so others can grow faster and avoid the mistakes I’ve already made. This coaching-first mindset is why I’ve thrived as a Noncommissioned Officer, youth sports coach, and manager always focused on developing people and preparing the next generation of leaders.

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Client Testimonials

Mark’s ability to observe our processes and to listen to our conversations (without knowing our program) allowed him to ask reflective questions and offer observations we likely would not have seen or thought to consider. His after-action assessment was powerful and helped us assess our learning and consider each of our facilitation and how to improve.

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Dr. Martinez, Martin,

UOP MAOIC Program Lead

Working with Mark brought a level of clarity that was much needed in our business. Through his observations and questions, he helped us realize that one of our biggest challenges wasn’t just workload, it was the lack of standardized processes in our client fulfillment.

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Joe Miles, CEO

Marketplace Launch

Working with Mark has been a breath fresh air. His ability to dive into the deep, dark corners of a thought process and bring to light meaningful and thought-provoking solutions has been invaluable. The short time Mark was able to implement an evaluation service for the process of reviewing and iterating on the game reviews for my mobile game was very helpful

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Kenneth Smith, CEO

Carry the Sword Games Studio LLC

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Clients Say

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Let’s Work Together?

Have questions or ready to take control of your financial future? Contact us today to schedule your free, no-obligation strategy consultation.

Have Any Question?

(209) 665-3115

Send Email

mark@estradafinancialservices.com

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Based in California, Services are Nationwide

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