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Our Team

Mark Pearcy, ChFC®, CLU®

Financial Planner, Financial Advisor

A San Diego county native, Mark sees his role as a financial planner, and founder of Pearcy Financial Partners and Insurance Services, Inc., as a platform for building relationships and helping people create the time for the things they love.

And he's been succeeding in that role for 20+ years. In his prior employment with MetLife, he was recognized as one of the top 100 investment representatives in the country.

He lives happily in Escondido with his wife, Linda, and enjoys spending his time with family and close friends.

                                                                        CA License #0C20807 Domiciled in CA

Chris Kilrain

Financial Planner, Financial Advisor

Chris moved to San Diego, from Santa Barbara, to attend San Diego State University in 2010. After graduating with a degree in Economics, he spent 8 years in hospitality management and then decided to take his experience with restaurants and hotels and apply that knowledge to business.

He started in financial planning to help people make their dreams a reality and has been working for that purpose ever since. Chris works with successful individuals and businesses to help them be as effective as possible in working towards their financial goals.

When away from work Chris and his wife Elizabeth enjoy wine tasting, hiking, camping and water sports. On occasion you may find him out on the golf course.

CA License #0K03968 Domiciled in CA


Laura Szymanski, MBA

Director of Operations 

Laura is Coronado native with 17+ years in the industry, holding both a MBA and paralegal certiciate from USD.

When not working or volunteering, you'll find her at Orange Theory Fitness or cheering on the SDSU Aztecs, the San Francisco 49ers or the Chicago Blackhawks.


Vanessa Velarde

Director of Client Relations

Vanessa brings a relentless drive for customer service, developed in the 20 years spent working in various leadership roles for Islands Restaurants.

When not in the office Vanessa enjoys walks through Balboa Park and the local mountains or attending Padres games downtown.


Paulette Szymanski

Client Relations Assistant

New to the team but not the industry thanks to her mom Laura. Paulette brings her strong work ethic and the attention to detail she gained when achieving her visual comm. degree  to the team.

Her other focus = her adorable min pin, Meghan.


Josh Belkin

Financial Planner, Financial Advisor

Born and raised in southern California but having travelled the world extensively (visiting over 30 countries & 5 continents), has really opened his eyes on how people live, not just people in the U.S.

Josh has spent 20+ years helping clients with their financial and banking needs. His time learning the business from the ground up working for many large financial institutions including JP morgan, Bank Leumi & others, has allowed him to work with many types of clients, gaining a breadth of knowledge in the financial world.

CA License #0E47918 Domiciled in CA