Financial advisors in
El Dorado Hills
The El Dorado Hills office serves Arrowroot's Northern California clients. From here, the team works with families, professionals, and business owners across the Sacramento region and the Sierra foothills.
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Arrowroot Advisors
1101 Investment Blvd, Suite 170
El Dorado Hills, CA 95762
(916) 384-0050
Hours: 7am - 6pm Monday through Friday, by appointment
Cassandra works with clients on retirement planning and Medicare strategy, with deep expertise in healthcare cost planning and the tradeoffs that shape later-life decisions. She is a licensed insurance agent with more than 12 years in financial services.
As a Portfolio Manager at Arrowroot Family Office, Mike Knittel specializes in portfolio management, financial analysis, and developing lifetime roadmaps for clients. Driven by a desire to be of service, he has built deep relationships across the financial industry that allow him to help individuals and businesses of all sizes solve complex financial matters.
Irene oversees operations and regulatory compliance across the firm. She brings more than 22 years of financial services experience across investments, capital markets, operations, management, and sales.
What we do from this office
Individuals and families building long-term wealth.
Comprehensive planning, investment management, tax, estate, and the work that holds a financial life together across decades.
Families with multigenerational wealth.
Coordinated guidance for families whose financial life involves more than one generation, more than one entity, and decisions that carry forward.
Who we work with in the Sacramento region
Clients in the El Dorado Hills practice live and work across the Sacramento metro and the Sierra foothills, with concentrations in El Dorado Hills, Folsom, Granite Bay, and Roseville. The team also serves professionals and business owners across the broader Sacramento region, the Gold Country foothills, and Bay Area families who have moved east. Quarterly reviews are held at the Investment Boulevard office or by video as the client prefers.
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Frequently asked questions
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Let's talk
Use the form below to reach the firm. Tell us a bit about what you need, and we will route your message to the right person.
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