San Rafael (Appt Only) Financial Advisors

This is an appointment only location. The Mutual Fund Store in San Rafael is conveniently located near Highway 101 in northern San Rafael. Located in the Civic Center, this office is easily accessed from San Francisco and East Bay. From our Easy 401(k) Rollover to Retirement Paycheck services, we can develop a personalized investment strategy to help you meet your financial goals.

Office Location

4040 Civic Center Drive
Suite 200
San Rafael, CA 94903
Map Office
Phone: (925) 227-0555
Fax: (925) 737-0395

Our Investment Advisors

Mallory Dinis
CRPC®
Senior Vice President - Investments
Sean O'Bannon
CFP®, CIMA®
Senior Vice President - Investments
Kevin Logan
CFP®
Senior Vice President - Investments

Our Team


Mariel Nicolas
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