Mallory Dinis

Office Location

4301 Hacienda Drive
Suite 100
Pleasanton, CA 94588

Phone: (925) 227-0555
Fax: (925) 737-0395

Mallory Dinis

CRPC®

Senior Vice President - Financial Planning

Pleasanton (Bay Area)

About Financial Advisor Mallory Dinis

Mallory Dinis has been selected as a SmartVestor Pro because of her commitment to helping individuals achieve their long-term investing goals.

Dave Ramsey SmartVestor
  • Joined Financial Engines in 2011. Began her career in the financial services industry in 2010.
  • Successfully completed the Series 6, 63, and 65 examination(s) administered by FINRA.
  • Earned the Chartered Retirement Planning CounselorSM (CRPC®) certification(s).
  • Bachelor's degree in Business Administration from California Polytechnic State University, San Luis Obispo.
  • Mallory enjoys staying active outdoors with her husband and their Labrador Retriever.
SmartVestor is an advertising service for investing professionals. Advertising fees are not connected to any fees, portfolio, service, product, or other service rendered by a Financial Engines Advisor. SmartVestor is not an affiliate of Financial Engines Advisors L.L.C.
Contact Mallory
  • Ask a Question
  • Request an Appointment






Does your employer already offer our services?
Please call (888) 443-8577

We value your privacy. View our Privacy Policy.