Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.
We believe that better knowledge leads to better financial outcomes for our clients. All of our advice is aligned with our clients’ best interests at heart. We believe in being clinical in our portfolio strategies. We monitor global markets to provide insight and advice to our clients to help them accomplish their long-term financial goals.
Our mission is to provide superior customer service, detailed financial planning and tactical investment management to our diverse client base throughout the United States.
We believe that better knowledge leads to better financial outcomes for our clients. All of our advice is aligned with our clients’ best interests at heart. We believe in being clinical in our portfolio strategies. We monitor global markets to provide insight and advice to our clients to help them accomplish their long-term financial goals.
Receptionist
Renee is the first face a client sees when they come to Polaris Wealth’s San Rafael office and is often the first voice they hear when calling our office. Renee helps handle many of the firm’s administrative tasks and the general upkeep of the San Rafael office.
Renee grew up in Marin. She enjoys spending time outdoors and is an avid astronomer. When not outdoors, Renee enjoys spending time with her friends and family.
800.268.9046
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