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Mary Ballin, CFP®, CDFA®

Advisor, San Francisco

“The future belongs to those who believe in the beauty of their dreams.” ― Eleanor Roosevelt

Mary Ballin's depth of character is matched by her warmth, and she takes pride in advocating for the financial health of her clients and their families. Mary joined the firm in 2003, helping to spearhead and grow our East Bay office. She earned the CFP® designation in 2010 and the CDFA® designation in 2018.

Mary specializes in working with women who have experienced a life transition, such as divorce, widowhood, marriage, or an unexpected event. She has a personal passion for providing financial education to women of all ages about a wide variety of personal finance topics. Alongside Mosaic colleague Liz Revenko, Mary co-founded and hosts our Women’s Circles, quarterly gatherings where women come together to discuss their relationships with money and to learn from each other’s experiences.

A native of the East Bay, Mary stays very active in the community, serving on multiple boards and in various volunteer capacities. In her spare time, Mary enjoys spending time with her young adult children, being outdoors, reading historical non-fiction, and watching historical programming, especially concerning European monarchies.

Education: 

  • BS, Business Administration and Marketing, California State University-East Bay 
  • Personal Financial Planning Certificate Program,
    UC Berkeley

Community and Affiliations: 

  • Member of the Professional Advisor Leadership Council for East Bay Community Foundation 
  • Member of Philanthropic Advisors Circle John Muir Health Foundation 
  • Past President and board member for Tri-Valley Estate Planning Council 
  • Member of Financial Planning Association

What colleagues say about Mary:

Mary is very nurturing and cares deeply about her clients.  She makes it a top priority to get to know people on a personal level and maintain that relationship. Mary likes to consider herself the office mom and will lend a helping hand to anyone in need.” 

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