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Start 2026 with the right coverage.

A personalized annual review can uncover savings, close gaps, and give you peace of mind heading into the new year. Start with a short conversation to explore your financial goals.
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Important Compliance Update for General Contractors: 

As of January 1, 2026, under CA Senate Bill 216 (SB 216), every contractor holding a license issued by the Contractors State License Board (CSLB) must file proof of valid Workers’ Compensation coverage — even if you currently have no employees. Failure to comply may result in renewal delays, license suspension, fines and exposure to full liability for on-the-job injuries. Get a quote here.

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Stride Confidently

A Unified Client Experience & Unique Team Approach

Seamlessly connect with a team of seasoned professionals — accountants, insurance experts, lending specialists, and wealth managers — working together to deliver coordinated guidance, strategic insights, and a streamlined approach to managing your entire financial life.
Discover the Stridemark Experience

25 +

Years of Professional Guidance

89 %

Multiple Service Clients

What We Do

Stride confidently in the direction of your dreams!

Insurance Planning

Have a game plan that protects your wealth, your family, your business, and your future.

Tax Planning & Compliance

Strategy that preserves your earnings, strengthens your business, and creates room for growth.

Mortgage Lending

Navigate home and ADU financing seamlessly with access to guides and special programs.

Consulting & Estate Planning

Navigate business launch, operations, marketing, and succession with our trusted network of local advisors.

Explore every solution we offer to protect and grow your wealth and business. View all Stridemark services  

Why partner with us

We believe that planning is a key to success in creating and protecting a life of abundance.
"Stridemark’s guidance transformed how we approach our finances. From tax planning to long-term wealth strategy, their team approach makes complex decisions simple and achievable."
David Powell Stridemark Client

David Powell

Manufacturing Executive
"Their expertise gave us peace of mind. Stridemark crafted an insurance plan that truly protects our family and business, and their ongoing support is unmatched."

Maria Levin

Family Business Owner

Workman's Comp | Liability | Property | Auto | Cyber | Key Person | Employee Benefits

Insurance for Business

Proactive Reviews & Cost Controls

Proactive Reviews & Cost Controls

Enjoy a hands-on, relationship-driven approach where Stridemark agents are deeply involved in every stage of the policy lifecycle — not just quoting and renewal.
Customized Program Design

Customized Program Design

We design insurance plans and safety dividend programs that fit your company’s cash flow and claims history, ensure roles are coded correctly, handle carrier communications, coordinate loss control and safety training, and regularly review policy performance.
Discover Stridemark for Business

Save on your Commercial Insurance Plan

Special Programs by Industry

Specialized Insurance Programs

Auto | Home | Life

Personal & Family

A Lifetime of Relationship Value

A Lifetime of Relationship Value

The Stridemark client is experience is 100% extra. Intentional touchpoints throughout the lifetime of our relationship keep you dialed in on how to adjust to milestones and prepared to make informed decisions.
Keeping You Fully Protected

Keeping You Fully Protected

On-demand consultations, proactive discounting, vehicle change support, and property appraisal reviews, and advisor coordination keep your plans up to date so you're appropriately insured and moving toward your dreams.
Discover Stridemark for Families

Review Wealth Protection for Your Family

Insurance for You and Your Family

Personal Insurance Programs

Life Insurance

Family Protection, Personal Lines, Retirement, Wealth Protection

Stridemark 1000

Explore Our Learning Center

Explore every solution we offer to protect and grow your wealth and business. View all Stridemark services  

Talk to an insurance or tax expert

Get personalized guidance to protect your wealth, simplify taxes, and plan with confidence.

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This site is designed for U.S. residents only. The services offered within this site are available exclusively through Stridemark advisors operating in the Unites States. Stridemark's U.S. advisors may only conduct business with residents of the states for which they are properly registered. Insurance services are offered by Stridemark Insurance Services (CA License #6017034). Mortgage services offered by Stridemark Funding are powered by Morty Inc. NMLS ID #1429243. Tax planning and accounting services are provided by Stridemark through a network of qualified, licensed professionals. Nothing on this page should be considered as tax advice. All loans are funded by third party lenders. Securities and investment offerings are brokered through ILN Securities. Not all of the services mentioned are available in every state. Stridemark, Stridemark Insurance Services, and Stridemark Funding are registered subsidiaries of Resolute Ventures, Inc., a California Corporation.
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