"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 combining your old 401k/403b/457/IRA accounts, 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 ensure tax efficient investment strategies.