Mallory

Dinis

CRPC™, CFP®

picture of a planner

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, Business Administration - 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 IV - 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.

 

Certain services provided on an educational and guidance basis only.

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