Mary Ballin

Mary (Wallis) Ballin, CFP®, CDFA® is a seasoned wealth manager at Perigon Wealth Management, LLC, specializing in financial planning and consulting, particularly for widows, since May 2020. Prior to this role, Mary served as an Advisor at Private Ocean, where responsibilities included the delivery of financial advice and oversight of planning staff. With a rich background at Mosaic Financial Partners—from Client Relationship Advisor to Senior Financial Planner—Mary contributed to comprehensive financial solutions for clients. Mary's career began at Charles Schwab as an Investment Specialist. Mary holds a BS in Business Administration and Marketing from California State University - East Bay and additional education from the University of California, Berkeley.