Founder, Retired
Mary Grodin was born in Chicago but moved to Los Angeles with her family at the age of ten. She came to the Bay Area to attend UC Berkeley where she graduated with a bachelor’s degree in Mathematics. Before starting her financial planning business she worked as a Food Service Consultant for 13 years with an institutional food service company providing food and equipment to restaurants and hospitals. Mary holds her insurance license, FINRA Series 66 and Series 7 registrations. She also holds the industry designations of Chartered Financial Consultant (ChFC), Certified Funds Specialist (CFS), Life Underwriter Training Council Fellow (LUTCF), Certified Long-Term Care (CLTC), and Chartered Special Needs Consultant (ChSNC).
Mary has been in business since 1986. She points out that investments and financial planning are not just about numbers. She understands that her clients are best served by solid financial advice and constant communication. She makes it a priority to be available to answer her clients’ questions. By being client service focused, Mary has built a solid client base of individuals, families, professionals and successful business owners.
Mary’s belief in the principles of hard work and planning, plus a desire to help her clients prepare for their financial needs now and in the future, is a constant with her. “Helping Build and Protect Wealth” is the motto that she lives by. To this end, Mary continually updates her career-related education in order to pass on the latest and most effective information.
Mary takes a holistic approach to financial planning that incorporates building and protecting wealth as well as coordinating all of a person’s assets. Her practice focuses on pre-retirees following them well into retirement. She helps her clients answer the question, “Can I afford to retire”. Three areas of a person’s financial life are looked at; protection, savings and growth. Mary feels that these areas should be integrated and coordinated to aid in a successful retirement.
One way Mary serves her community is as an educator. She teaches financial planning classes, along with her son David, at the College of Alameda and Mills College. She also conducts financial planning workshops at businesses throughout the bay area.
Mary writes a bi-weekly column for The San Leandro Times called “Ask Mary” where she answers reader’s questions on various financial topics.
Mary is an active participant in her Kiwanis Club, The San Leandro Chamber of Commerce and many other civic and professional organizations.
On the personal side, Mary has been married to her husband Steve since 1962 and has two sons, Howard and David. David’s decision to join Mary at Grodin Financial & Insurance Services makes Mary very happy as it means her business legacy will live on. But ask Mary if she has any plans to retire soon and she will tell you that she is doing what she loves and feels incredibly lucky to be making a positive difference in her client’s lives.
Mary and her husband are Corvette enthusiasts and have been active members of a Corvette club for over 30 years. Touring with other Corvette owners is an enjoyable way to see new places.
Mary Grodin is a Registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC., member SIPC, (3003 Oak Road, Suite 250, Walnut Creek, CA 94597, Phone: 925-979-2300Call: 925-979-2300). Grodin Financial & Insurance Services is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Check the background of this investment professional on FINRA’s BrokerCheck.
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