DALLAS--(BUSINESS WIRE)--RAA, one of the nation’s largest independent registered investment advisors, officially announces its merger with Resource Navigation Partners, also known as RNAV, an independent investment management and financial planning firm.
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.
“RAA is excited to add the resources and expertise of Resource Navigation Partners to RAA. Fred Kneib brings valuable first-hand airline experience to the company through his 30-year career as a Delta Air Lines Captain. Additionally, he served as the representative for the Air Line Pilots Association in the specific areas of retirement and insurance,” said John Bentley, president and CEO of RAA. “Together we will continue to serve and act as a fiduciary partner to active and retired airline employees and their families.”
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.
“We are pleased to be joining RAA and its dedicated team to provide exceptional retirement planning and investment management for airline professionals,” said Fred Kneib, president of Resource Navigation Partners, Inc. “Our focus at Resource Navigation Partners has always been on helping our clients navigate their changing life opportunities and through this merger, we will be able to do so at an even higher level.”
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 is one of the nation’s largest independent registered investment advisors, specializing in the unique needs and goals of the airline community. With approximately $2.5 billion in assets under management for nearly 3,000 families, RAA provides personal solutions for 401(k) professional investment management, retirement and income planning, investment management, estate planning, survivor assistance, and insurance guidance. The firm’s extensive experience with pilots and their families allows RAA to provide guidance for clients’ evolving needs throughout their careers and in retirement. The firm was named among the Financial Times Top 300 Registered Investment Advisers in 2017. Learn more about RAA at www.raa.com.
About Resource Navigation Partners
Resource Navigation Partners (RNAV) 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. As an Accredited Investment Fiduciary™, Fred is committed to helping his clients meet their financial planning objectives while always serving in their best interest.