Why I started
Fallbrook Fi
Before Fallbrook, I spent years at two independent advisory firms, working across the spectrum. High-earning, physician specific, households on one end, retirees navigating the distribution years on the other.
What I kept noticing was the same thing in almost every client. They weren’t looking for someone to think for them. They were smart people. They could read the articles and run the spreadsheets. They just didn’t have the time, or the desire, to research every option and make every call alone.
What they wanted was confirmation. Confidence that the moves they were making were the right ones for the life they were building.
I started Fallbrook Fi to build a practice our family could call our own. Something shaped from day one around how I believed this work should be done, for the families we wanted to serve.
About the name
Fallbrook is the street Hannah and I were on when I started this practice. It also leans toward what I love outside of work: brooks, waterfalls, time outdoors. The Fi isn’t anything specific, we just like the sound of it together.
Why I keep doing this
A while back, a client emailed asking how I’d arrived at a recommendation… what I was looking at, what factors I’d weighed. I sent back the reasoning, the trade-offs, the things I’d considered and ruled out. The kind of email I’d want to receive if our roles were reversed.
The reply in so many words was:
“Thank you so much, Devin. It’s apparent that you enjoy what you do.”
That’s the work. Showing the math. Naming the trade-offs. Treating clients like the smart adults they are, allowing them to see the thinking, not just the conclusion.
Outside of work
We have three kids, two daughters and a son, and lots of extended family around us. Most weekends look like a family logistics operation. We try to be deliberate about the small stuff: dinners together on the same nights each week, showing up to community events as a whole family rather than splitting up.
I used to compete in triathlons and golf recreationally, but put those hobbies on hold during these transformation years of our family. These days I’m usually outside with the family, and we call Clovis, California home.
If this sounds like the spot you’re in
