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 Counselorâ„¢
CERTIFIED FINANCIAL PLANNERâ„¢
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
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Certain services provided on an educational and guidance basis only.
