Financial planners in San Rafael, CA

HELPING
YOU ELEVATE YOUR FINANCIAL POTENTIAL

Request an appointment

The San Rafael, CA, team

Sean O'Bannon

Director, Financial Planning

Read bio

Mark Sikich

Director, Financial Planning

Read bio

Mallory Dinis

Director, Financial Planning

Read bio

Curtis Hagner

Director, Financial Planning

Read bio

Ken Sakamoto

Director, Financial Planning

Read bio

Robert Choy

Director, Financial Planning

Read bio

Cynthia Leal

Director, Financial Planning

Read bio

Working with us in San Rafael, CA

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.

Financial Planning

Financial
Planning

 Retirement Planning

Retirement
Planning

 Investment Management

Investment
Management

 Tax Planning

Tax
Planning

 Insurance Guidance

Insurance
Guidance

 Estate Planning

Estate
Planning

Frequently Asked Questions

To learn more about the role of tax planning and how the Edelman Financial Engines team can help you meet your goals, review some of our most frequently asked questions.

Our fee-only financial planners provide straightforward advice with your values and goals in mind. We are fiduciaries and put our clients’ interests above all others. Not simply because it’s a legal requirement, but because it’s the right thing to do. Our planners don’t sell proprietary investment products to earn commissions and aren’t incentivized to place your money with any specific funds. We have merged dedicated human relationships with patented financial technology to give individual investors access to advanced portfolio management and personalized financial strategies.

Becoming an Edelman Financial Engines client is a straightforward process. The first step is to schedule an initial consultation with a financial planner in your area. After this meeting, if you and your planner mutually agree that it makes sense for you to become an EFE client, the planner will start the process with you. This involves scheduling a second meeting to review your financial goals and how to plan for them and authorizing Edelman Financial Engines to manage your portfolio. Your planner will be with you every step of the way as you embark on your new journey.

Your financial planner is the backbone of your planning team. In addition, there is a team of portfolio managers who will monitor and manage your accounts on an ongoing basis. Planners also have access to internal and external professional resources.

Financial Planning & Investing Resources

Retirement & Estate Planning

Estate planning guide

Market Insights

Everyday Wealth, Everyday Insights

Financial Planning & Investing

Why the S&P 500 may fail as your portfolio’s benchmark

Financial Planning & Investing

Meet your chief investment officer

Financial Planning & Investing

Many couples don’t discuss their finances in depth

Insurance

7 types of insurance policies you do and don’t need

Market Insights

April Market Insights

Financial Planning & Investing

Growth vs value stocks: Which is better for your portfolio?