About Us

Gary A. Dossick & Associates, Inc., located in San Rafael, CA, has been serving clients both in Marin County and beyond since 1984.  We specialize in providing individually tailored services including investment management, tax planning & preparation, and estate and retirement planning to a clientele of successful professionals, business owners, educators, and retirees.  In assessing the needs of each client, we take a comprehensive approach to each personís financial needs and work toward attaining a mutually rewarding and satisfying long-term relationship based on excellent service and sound advice.  We combine professionalism, integrity, and knowledge to offer creative financial services in the context of a personal, caring relationship. 

Gary Dossick, Registered Investment Advisor, Registered Tax Advisor, and President of Gary A. Dossick & Associates, Inc., holds a Bachelor's degree from Penn State University, a Teaching credential from San Francisco State University, and a Bachelor's degree in Management and Accounting from Sonoma State University.   Gary is active in his community and serves on various committees through his affiliation with his congregation.  In addition, he volunteers his time as a coach for local youth sports organizations.  In his leisure time, he enjoys travel, swimming, and tennis.