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Mary Ballin CFP®, CDFA™
As a financial advisor with more than 20 years of experience, Mary prides herself on her strong and lasting relationships. Believing that each client’s financial and life circumstances are unique, she takes the time to understand their personal goals — and develop a personalized strategy to reach them. Mary helps her clients make smart financial choices in all aspects of their life — not just investment choices but also retirement income strategies, education funding, legacy and estate planning, tax planning, and life transitions such as divorce and widowhood.
Prior to joining Perigon, Mary was a financial advisor at Mosaic Financial Partners, Private Ocean, and Charles Schwab.
Mary is a CFP® professional and a Certified Divorce Financial Analyst, as well as an active member of the Financial Planning Association; she’s also past president of the Tri-Valley Estate Planning Council. 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.