Office Location

4040 Civic Center Drive
Suite 200
San Rafael, CA 94903
Phone: (925) 227-0555

San Rafael (Bay Area) Financial Advisors

Our San Rafael office is open by appointment only. The Mutual Fund Store in San Rafael serves the North Bay including the areas of Petaluma, Santa Rosa, San Anselmo and Mill Valley. With more than 23 years combined industry experience, our investment advisors are here to help with your 401(k) rollover, saving for a child’s education or preparing a personalized retirement strategy.

Our Investment Advisors

Sean O'Bannon CFP®, CIMA® Senior Vice President - Investments
Mark Sikich Vice President - Investments
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