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Mosaic Financial Partners

140 Geary Street (6th fl)
San Francisco, CA 94108
Mosaic Financial Partners

We're a full-service financial planning and investment management firm, we operate as a fiduciary, and our focus is on you. Our expert Bay Area financial advisors help you connect all the pieces of your complex life into a meaningful whole.

Client Advisor Mary Ballin Earns CDFA® Designation

Mosaic Financial Partners is pleased to announce that client advisor and CERTIFIED FINANCIAL PLANNERTM practitioner Mary L. Ballin earned the designation of Certified Divorce Financial Analyst  (CDFA®), as awarded and maintained by the Institute for Divorce Financial AnalystsTM. “A CDFA®…


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