Mary Email & Phone Number
Wealth Advisor for Women in Transition @ Institute for Divorce Financial Analysts™
5 free lookup(s).
Mary Location
- Walnut Creek, CA, US
Mary Work
- now Wealth Advisor for Women in Transition @
- 2020 -now Wealth Manager, Certified Divorce Financial Analyst and Consultant @
- 2018 -2020 Advisor and Certified Financial Planner Tm @
- 2015 -2018 Client Advisor @
- 2014 -2014 Senior Financial Planner @
- 2003 -2013 Client Relationship Advisor @
- 1997 -2003 Investment Specialist @
Mary Education
- University Of California - Berkeley 2007-2009
- California State University - East Bay
Bachelor Of Science (Business Administration, Marketing)
1981-1985
Mary Skills
- Certified Financial Planner
- Financial Advisory
- Investment Advisory
- Strategic Financial Planning
- Financial Planning
- Wealth Management
- Investments
- Asset Allocation
- Estate Planning
- Retirement Planning
- Insurance
- Personal Finance
- IRAs
- Investment Strategies
- Retirement
- Securities
- Long-term Care
- Portfolio Management
- Investment Management
- Finance
- Mutual Funds
- Financial Services
- Relationship Management
- Asset Management
- Wealth
- Long Term Care
Mary Summary
- Mary, based in Walnut Creek, CA, US, is currently a Wealth Advisor for Women in Transition at Institute for Divorce Financial Analysts™. Mary brings experience from previous roles at Perigon Wealth Management, LLC, Private Ocean and Mosaic Financial Partners. Mary holds a 2007 - 2009 University Of California - Berkeley. With a robust skill set that includes Certified Financial Planner, Financial Advisory, Investment Advisory, Strategic Financial Planning, Financial Planning and more. Mary has 2 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Mary?
Find contact details for 700 million professionals.
Others Named Mary
Mary
Wealth Advisor for Women in Transition
Walnut Creek, CA, US
Top Institute for Divorce Financial Analysts™ Employees
Mary
Wealth Advisor for Women in Transition
Walnut Creek, CA, US
Anna Tall
Getting done
Boise, ID, US
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co