Client Advisory

Biography

Mary is a Senior Associate in the San Francisco office.  As a member of the Wealth Management practice, she provides comprehensive financial planning and investment management services to clients.

Prior to joining Cerity Partners, Mary worked in Public Accounting, serving clients in both Tax and Audit.

Education

  • B.S. in Accounting from Chapman University

Highlights

  • Certified Public Accountant

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.