Jen Marshall, Financial Advisor located in Novato, CA

Financial Advisor
Jen Marshall

505 San Marin Dr Suite 110b, Novato, CA 94945opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Retirement Income Strategies
  • College Savings
  • Divorce Finances
  • Estate & Legacy Strategies
  • Charitable Giving

Personal Interests

  • Walking
  • Farming
  • Hiking
  • Pets
  • Real Estate

Team Members

  • Paula Greene
    Sr. Branch Office Administrator
  • Noelle Cardoso
    Branch Office Administrator
  • Stephanie Gallegos
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(415) 408-7851

Fax

(877) 222-0897

Office Address

505 San Marin Dr Suite 110b
Novato, CA 94945opens in a new window

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