San Rafael (Appointment Only) Financial Advisors

Our San Rafael office is by appointment only. The Financial Engines Advisor Center 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 - Financial Planning
Sean O'Bannon
CFP®, CIMA®
Senior Vice President - Financial Planning
Kevin Logan
CFP®
Senior Vice President - Financial Planning
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Our Team


Mariel Nicolas
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