Grodin Financial and Insurance Services has been assisting the people of Castro Valley and nearby areas since 1986. Its financial advisors help clients find solutions and make decisions for their personal or business needs, such as tax planning, education funding, wealth distribution, and insurance management. As part of its insurance planning practice, the firm employs the Lifetime Economic Acceleration Process to help clients maximize their cash flow. Founder Mary Grodin has earned various designations, including ChFC, CFS, LUTCF, CLTC, and ChSNC.
Investment Adviser Public Disclosure Database, SEC