Mary Maselli

Phone Number:
(925) 830-5025
Email Address:
2410 Camino Ramon, Suite 145
San Ramon, CA 94583
United States

Mary Maselli is a Senior Financial Adviser with Zuk Financial Group and is located in San Ramon, California.

A Registered Representative for LPL Financial, Mary holds FINRA Series 6, 7, 63 and 65 licenses. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through her investment advisory and financial planning practice, Mary represents a complete spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs.

Mary utilizes her experience to educate her clients on strategies designed to achieve financial security. She thoroughly enjoys her role assisting her clients in analyzing all the information necessary to develop a personalized financial plan.

A specialist in retirement planning, Mary is frequently invited to present educational seminars for schools, colleges, and education professional organizations.  Mary has developed extensive  knowledge  in  the Public Employee Retirement System (PERS) and the State Teacher Retirement System (STRS). She also does seminars on investment and retirement planning for small businesses and non-profit organizations. Mary has earned a reputation for explaining difficult subjects in a style that is easily understood.

In her free time, Mary enjoys the company of family and friends in her pursuit of the outdoors, whether it be gardening or hiking.

CA Insurance Lic. #0B66226

Securities offered through LPL Financial, Member FINRA/SIPC Zuk Financial Group and LPL are separate and unrelated companies.