Mary Maselli is a Senior Financial Advisor with Zuk Financial Group and is located in Emeryville, California.   An Investment Advisor Representative (IAR) for National Planning Corporation, 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. As an IAR, Mary offers both institutionally managed programs to her clients as well as fee based consulting.

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 you will find Mary enthusiastically managing the building of her dream home - a sustainable green house. Plus, she enjoys the company of family and friends in her pursuit of the outdoors, whether it be gardening or hiking.