Bauer Diana

Bauer Diana brings financial planning guidance to San Rafael and the surrounding Marin County community. We help individuals and families think through their money with a clear, practical approach tailored to their goals.

Our work centers on planning for the financial decisions that matter most in everyday life and over the long term. We aim to make complex financial topics easy to understand so our clients can move forward with confidence.

Whether you are just beginning to plan or refining an existing strategy, we are glad to talk through your situation.

Reach out by phone or stop by to schedule an initial conversation.