Who we are

Mallory M. Van Leeuwen, CFP® 

Founder & Managing Director 

Mallory's passion is helping clients clarify their ideal life and partnering with them to create a plan to live life to its fullest.  Communication, education and risk management are the cornerstones of her boutique practice.  

As a former outdoor education and adventure guide, Mallory understands the balance between adventure and risk.  She helps her clients navigate the desire to take the appropriate amount of risk to reach their goals while considering the financial implications of choice over time.  Mallory enjoys providing both technical and personal skills and draws on these skill sets over the course of time.  A solid financial plan evolves and is a dynamic process.  

Mallory understands the importance of technical skills and knowledge, she is committed to providing the highest standard of financial planning.  This led her to become a Certified Financial Planner™, a certification that involves rigorous requirements and adherence to strict ethical standards.  

Mallory is an independent advisor backed by the resources of a large firm.  She works with a select group of clients around the country. 

• Certified Financial Planner® 
• Accredited Asset Management Specialist℠  
• Series 7
• Insurance License, CA, WA, CO 
• Bachelor Science, U.C. Berkeley, Conservation Resource Studies SM 

Mallory enjoys surfing, skiing, mountain biking, yoga and cooking.  She lives in Ventura, CA with her husband and two boys.  As a family they enjoy traveling in their Sprinter van and exploring the world together. 

Hilario Pantoja 

Senior Associate, Client Operations 

Hilario attended Santa Barbara City College where he studied Environmental Studies.

He brings an extensive expertise in the day-to-day client operations. Previously, he served as an Administrative Assistant at the Center for Autism and Related Disorders and as a Customer Associate at a financial institution.  Hilario holds his Series 7 registration.

Hilario tries living a healthy lifestyle by regularly enjoying the great outdoors  and engaging in various physical activities. Additionally, he likes to dedicate his spare time to the arts, as well as spending quality time with friends. 

The Pensionmark partnership allows us to draw on the depth of experience and specialization of a national network while maintaining our independence and boutique client experience.

Learn more:  https://pensionmark.com/  

Schwab has been a partner to independent financial advisors for over 30 years and is committed to providing not only a platform, but also resources and services to help our clients succeed.