Financial Advisors in Redondo Beach
The Redondo Beach office sits at the center of Arrowroot's South Bay practice, a short walk from Riviera Village. From here, the team guides wealth advisory, family office, and business advisory clients across the coastal communities and Harbor-corridor communities of the South Bay from El Segundo to the Palos Verdes Peninsula.
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Arrowroot Advisors
229 Ave I
Suite #300
Redondo Beach, CA 90277
(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 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.
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 the South Bay
Clients in the Redondo Beach practice live and work across the South Bay coastal cities, from El Segundo down through Manhattan Beach, Hermosa Beach, Redondo Beach, and the Palos Verdes Peninsula.
The team works with entrepreneurs and medical professionals across the South Bay, entertainment industry clients on the Westside, and technology professionals across the broader Los Angeles region.
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Frequently asked questions
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Let's talk
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