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Redwood Grove Wealth Management Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Redwood Grove Wealth Management is an independent, fee-only financial planning firm based in Mill Valley, Marin County, California. It provides holistic planning across investments, taxes, insurance, retirement, college funding, and estate planning. The firm aims to align financial planning with clients' core values and life goals, rather than focusing on product sales. Its client base includes women of all ages, families with young children, and individuals interested in sustainable or philanthropy-minded investing. The company is registered as a California-state investment adviser and holds Marin/Bay Area Green Business certification, a B Corp designation, and participation in One Percent for the Planet; in February 2021 it announced the addition of an Associate Financial Planner to support client care.

Find Redwood Grove Wealth Management employees' phone numbers or email addresses

Redwood Grove Wealth Management Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Oceania
1

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  • Australia
    1

Redwood Grove Wealth Management's Leadership

  • Stylized image of a person
    T. M.
    Client Service Officer
    Mobile Phone

Redwood Grove Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Redwood Grove Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    T. M.
    Client Service Officer
    Mobile Phone
    AustraliaWestern Australia
    Nov 10, 2025

Frequently Asked Questions

What is Redwood Grove Wealth Management known for?

Minus sign iconPlus sign iconRedwood Grove Wealth Management was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-415-516-****
. Explore Redwood Grove Wealth Management's company overview page for more information.

What is Redwood Grove Wealth Management's most common email format?

Minus sign iconPlus sign iconRedwood Grove Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Redwood Grove Wealth Management email formats with LeadIQ.

How many employees does Redwood Grove Wealth Management have currently?

Minus sign iconPlus sign iconRedwood Grove Wealth Management has approximately 4 employees as of July 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are Redwood Grove Wealth Management's key employees and leadership?

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As of July 2026, Redwood Grove Wealth Management's key employees include:

  • Client Service Officer: T. M.

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