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

4 Steps for Better Emotional Health During Times of Stress

As people all across the world are working to adjust to the unprecedented events that have unfolded over the past weeks, we thought it may help to share some practices we personally follow to help ourselves remain grounded and be present in our interactions with you, our clients during...

Actions We’re Taking Following Coronavirus (COVID-19)

Clients and Partners, As we all navigate the outbreak of the Coronavirus together, I wanted to share what's important to us, what we've done, and what we're doing. What's Important to Us The health and wellbeing of everyone we work with informs our decision-making. Our clients...

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...

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