Financial planners in San Rafael, CA

HELPING
YOU ELEVATE YOUR FINANCIAL POTENTIAL

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The San Rafael, CA, team

Sean O'Bannon

Director, Financial Planning

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Mark Sikich

Director, Financial Planning

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Mallory Dinis

Director, Financial Planning

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Curtis Hagner

Director, Financial Planning

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Ken Sakamoto

Director, Financial Planning

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Robert Choy

Director, Financial Planning

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Cynthia Leal

Director, Financial Planning

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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

Financial Planning & Investing Resources

Market Insights

What the Silicon Valley Bank news means for your wealth

Retirement & Estate Planning

12 retirement planning questions everyone should consider

Retirement & Estate Planning

The inflation-protection benefits of deferred Social Security

Retirement & Estate Planning

Should I consider a phased retirement?

Home & Mortgage

The downside of buying real estate with your IRA

Retirement & Estate Planning

How can I maximize my Social Security benefits?

Market Insights

February Market Insights

Workplace Insights

Putting employees on the fast track to financial health