What departments does Marin Financial Advisors have?

Marin Financial Advisors has employees across 1 departments including Consultant.

What is the largest department at Marin Financial Advisors?

The largest department at Marin Financial Advisors is Consultant with 1 employees.

Where are Marin Financial Advisors employees located globally?

Marin Financial Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Marin Financial Advisors's team size changed over time?

Marin Financial Advisors's team has decreased from approximately 6 to 5 employees based on available data.

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Marin Financial Advisors Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Marin Financial Advisors is a small financial services firm based in Larkspur, California. It specializes in wealth management and provides ongoing financial planning tailored to each client's objectives and personal circumstances. The firm emphasizes the role of investor behavior, educating clients to recognize and navigate the emotions of fear and greed that can undermine investment results. In addition to individual wealth management, it also manages retirement plans for small and medium-sized companies.

Operating as a boutique, independent registered investment adviser, the firm maintains a lean team serving a focused client base. In August 2025, Marin Financial Advisors was acquired by Wealthspire Advisors LLC, signaling consolidation in the independent advisory sector in Northern California.

Marin Financial Advisors Global Highlights

North America
5

United States Of America
5

Marin Financial Advisors's Leadership

C. C.
Client Service Director
Mobile Phone
Email
C. D.
Principal
Mobile Phone
Email
Z. S.
Retirement Plan Consultant
Mobile Phone
Email
S. H.
Associate Advisor
Mobile Phone
Email
D. S.
338 Fiduciary Advisor To Corporate Retirement Plans
Mobile Phone
Email

Marin Financial Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Consultant

Contact profiles from Marin Financial Advisors

Name

Title

Contact Info

Location

Last Update

C. C.
Client Service Director
Mobile Phone
Email
United StatesCalifornia
May 27, 2025
C. D.
Principal
Mobile Phone
Email
United StatesCalifornia
Jun 05, 2025
Z. S.
Retirement Plan Consultant
Mobile Phone
Email
United StatesCalifornia
May 29, 2025
S. H.
Associate Advisor
Mobile Phone
Email
United StatesCalifornia
Mar 13, 2025
D. S.
338 Fiduciary Advisor To Corporate Retirement Plans
Mobile Phone
Email
United StatesCalifornia
Jan 23, 2024

Frequently Asked Questions

What is Marin Financial Advisors known for?

Marin Financial Advisors was founded in 1988 operates in the Financial Services industry. The company's main headquarters is located in 80 East Sir Francis Drake Boulevard Suite 1a Larkspur, California United States; you can contact the main corporate office by phone at

+1-415-925-****

. Explore Marin Financial Advisors's company overview page for more information.

What is Marin Financial Advisors's most common email format?

Marin Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Marin Financial Advisors email formats with LeadIQ.

How many employees does Marin Financial Advisors have currently?

Marin Financial Advisors has approximately 6 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Marin Financial Advisors's key employees and leadership?

As of May 2026, Marin Financial Advisors's key employees include:

Client Service Director: C. C.
Principal: C. D.
Retirement Plan Consultant: Z. S.
Associate Advisor: S. H.
338 Fiduciary Advisor To Corporate Retirement Plans: D. S.

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Marin Financial Advisors Employee Directory

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