Financial advisors in Marina Del Rey
The Marina del Rey office is home to Arrowroot's founding team, including CEO Rob Santos, who leads the firm’s wealth advisory, family office, and business advisory services for clients across the Westside, the South Bay, and globally.
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Arrowroot Advisors
4553 Glencoe Ave
Suite 200
Marina del Rey, CA 90292
(833) 224-2249
Hours: 7am - 6pm Monday through Friday, by appointment
Rob works with founders, executives, and families navigating concentrated wealth, business exits, and generational planning. He founded Arrowroot in 2013 and leads the firm from Southern California.
David leads the firm's corporate advisory and outsourced CFO practice for privately held businesses, working with founders and management teams on financial planning, cash flow and liquidity management, strategy, and transaction support. He is a CFA charterholder with nearly two decades of corporate finance, investment, and advisory experience across the United States, London, and Stockholm.
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 in Marina Del Rey
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.
Business owners and operators.
Strategic finance, M&A advisory, and the counsel that sits behind the decisions running a company.
Who we work with in Southern California
Clients in the Marina del Rey practice tend to live or work between Santa Monica and Palos Verdes, with concentrations in the Westside tech and entertainment industries, the aerospace and defense corridor in El Segundo, and the coastal business communities of the South Bay.
The team also serves clients across Los Angeles, Orange County, and the Inland Empire, with quarterly reviews held in person or by video as the client prefers.
Frequently asked questions
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Let's talk
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