Where We’re Located

2169 Francisco Blvd E
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 the San Francisco Bay along Interstate 580, and is just a few minutes east of US Highway 101, and near the Richmond bridge. When visiting, we recommend you take time to see the beautiful public trail and beaches available here.

There is free parking available to guests throughout the complex. If you can’t find a spot directly in front of our office, you can park anywhere there is an available spot.

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 &...

Assistance After Your Farm Or Ranch Floods

Recent rain, blizzards, and snowmelt from warmer temperatures have caused significant damage across the Midwest in recent weeks. For those who have been impacted, programs and resources are available through the Farm Service Agency (FSA) to assist farmers and ranchers as they work to...

Send a Message to our Team

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