Mary L. Ballin, a Client Advisor, has over 15 years of experience in the financial services industry. She joined Mosaic Financial Partners, Inc. in 2003 as an essential part of the team who founded the East Bay office. Prior to joining Mosaic, Mary spent several years with Charles Schwab and Co. Inc. as a trader in Denver, CO and then as an Investment Consultant in Castro Valley. Mary’s extensive experience also includes corporate retail management, where as a store executive she helped lead the company’s regional store growth.
Mary specializes in working with women who have experienced a life transition, such as divorce, widowhood, marriage, or an unexpected loss. The vast majority of women are, at some point in life, going to be put in a position where they have to take care of themselves financially. As a result, Mary has a passion for providing education to women about a wide variety of personal financial topics. She and colleague Liz Revenko founded Mosaic’s Women’s Circles, monthly gatherings where women come together to explore their relationships with money and learn from each other’s experiences.
Mary is a member of the East Bay chapter of the Financial Planning Association. A native of the East Bay, Mary is very active in the community. Currently, she volunteers her time with Girl Scouts both as a troop leader and as a member of the San Ramon Service Unit as Membership Support Manager and Registrar.
In December 2008, Mary completed the Certified Financial Planning Board required coursework through UC Berkeley’s Personal Financial Planning program and in May 2010, she earned the right to use the Certified Financial Planner™ designation. She received her Bachelor of Science from California State University, Hayward in Business Administration and Marketing.