RAA, one of the nation´s largest independent registered investment advisors, has announced its merger with Resource Navigation Partners, also known as RNAV, an independent investment management and financial planning firm, the company said.
RAA provides personalized solutions to airline employees and their families through 401(k) management, financial and retirement planning, investment management, estate planning, survivor assistance, Medicare, Social Security, and insurance guidance. Resource Navigation Partners services include comprehensive financial planning, retirement planning and investment management customized with strategies specific to each client.
Together, the institutions will reach a wider audience of airline professionals. RAA´s unparalleled expertise in the airline community combined with Resource Navigation Partners´ deep industry knowledge will give clients an unmatched experience.
Resource Navigation Partners is headquartered in Seattle, adding to RAA´s nationwide presence with a physical office on the West Coast. Seattle is home to Alaska Airlines and a growing base for Delta Air Lines, allowing the combined company to more effectively service its clients.
In addition to their complementary expertise and knowledge of the airline industry, RAA and Resource Navigation Partners are aligned in both culture and values. The two companies´ main priorities are to serve clients on a customized level, creating personalized solutions that meet their specific needs.
RAA provides personal solutions for 401(k) professional investment management, retirement and income planning, investment management, estate planning, survivor assistance, and insurance guidance.
Resource Navigation Partners is a Seattle-based financial planning firm led by Fred Kneib, a Captain at Delta Air Lines with over a decade of industry experience. RNAV provides personalized financial planning strategies tailored to each client´s unique situation and goals.