Mallory
Dinis
CRPC™, CFP®
Here to act in your best interests
About me
I’m a financial planner specializing in financial goal planning and retirement income strategies. I have a passion for helping my clients and their families achieve a brighter financial future. In my spare time, I’m usually spending time with my family or running Spartan races, which are obstacle course competitions and are challenging and fun.
Certifications
Chartered Retirement Planning Counselor™
CERTIFIED FINANCIAL PLANNER™
Education
Bachelor of Science, California Polytechnic State University, San Luis Obispo
Visit one of our Locations
San Francisco I - Walnut Creek
2175 North California Boulevard
Suite 800
Walnut Creek, CA 94596
San Francisco V - San Rafael
3950 Civic Center Drive
Suite 315
San Rafael, CA 94903
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
