As my practice grew, I became an advocate for women, making sure that not only were they engaged but that they were clear and agreed with the plan. Later, my focus became even more on empowering women and supporting them during times of transition and crisis.
I am honored to say that I have served as Financial Advisor for over 20-years! As a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®), Certified Divorce Financial Analyst®, as well as an active member of the Financial Planning Association, I have extensive experience and training which enables me to serve your best interests no matter what your financial goals, experience or knowledge.
We are here so you do not have to worry. And, if you wish, and we encourage this, we help you to communicate and collaborate with the entire family.
I pride myself on my strong and lasting relationships with my clients; serving as a trusted knowledgeable advisor who offers insightful planning and investment options. As we work together, you’ll learn to feel more in control and financially empowered.
I am especially passionate about enabling women to face their financial future with confidence, rise in challenging circumstances and protect their family’s financial future.
Mary is a San Francisco Bay Area native and a mother of two young adults; she lives in the East Bay with her husband and her beagle.
Evaluate assets, uncover hidden opportunities, income planning.
Advice to protect your assets, gain support for your loved one, guide to government funding resources available.
~ Arthur Ashe
I work with women in transition including those divorcing and in widowhood. First, please know you are not alone. My goal is to assist you to make smart choices about your money so you and your family are protected.
These are some of our areas of specialty…
