Mark Lavan, Financial Advisor

FINANCIAL ADVISOR
Mark J Lavan

CFP®
18 E Blithedale Ave Suite 15, Mill Valley, CA 94941opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Personal Fitness
  • Outdoor Enthusiast
  • Hiking
  • Traveling

Team Members

  • Kamalei Clifton
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Phone

(415) 383-6363

Fax

(866) 462-7266

Office Address

18 E Blithedale Ave Suite 15
Mill Valley, CA 94941opens in a new window

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