Where We’re Located

851 Irwin St
San Rafael, CA 94901

  • San Rafael, California (Marin County)

Location Information

Open Monday through Friday, 9AM-5PM
Closed on Saturday and Sunday

(415) 795-8350

Things to Note

All financial advisors in this San Rafael office are Certified Financial Planner™ professionals and operate as fee-only fiduciaries.

This office sits along US Highway 101, centrally located in Marin County and central/downtown San Rafael, and is a short drive from Sonoma County, Berkelely, and Oakland (via the Richmond Bridge), along with Mill Valley and San Francisco to the South.

There is free parking available to guests throughout the complex indicated as “visitor parking”, along with any paid meters in the street. The office is also 1 block away from the central San Rafael transit system of buses and the SMART train.

Recent Blog Posts

Estate Planning, Trusts, & Probate in California

For California residents, living trusts are a common estate planning tool. Due to high property values throughout the state, especially the San Francisco Bay Area, estate assets can easily reach millions of dollars. Trusts allow asset distributions to beneficiaries without going through...

Callahan Financial Planning Opens Marin County Financial Advisory Practice in San Rafael, CA

San Rafael, CA – Jun 17, 2019 – Callahan Financial Planning, a fiduciary financial planning and investment advisory company, has announced the opening of an office in San Rafael, CA following the acquisition of certain assets of the financial advisory firm Gary A. Dossick &...

How to Find the Best Financial Advisor Recommended for Your Situation

The financial advice field is a bit convoluted, but this guide can help. Financial Advisor Fees/Costs First, there's how you pay for advice. All financial advice has a cost, but sometimes it's explicit (e.g., you can see it), and sometimes it's only implicit (e.g., it's embedded inside...

Send a Message to our Team

  • This field is for validation purposes and should be left unchanged.

Member