Dave Robertson of Allworth Financial

Dave Robertson

Director of Retirement Plan Services, CRPS®
Dave Robertson, CRPS® is a 1989 graduate of Western Kentucky University. He has worked in the financial services industry for 27 years with experience in individual advising and retirement plan services. During his spare time, he enjoys reading, boating, and coaching youth sports. Dave also enjoys volunteer work through his local church and is the Missions Director for his adult bible study class.

Dave is assisted by Marci Binion, APA®, AIF®, our Director of Retirement Plan Operations and Mario Najera, our Retirement Plan Support Specialist. Marci has over 30 years of experience working with companies like yours that offer defined contribution plans. Mario is a graduate of California State University, Sacramento (CSUS), where he earned a Bachelor of Science degree in Business Administration with an emphasis in Finance. Mario recently completed his CFP® certification requirements to become a Certified Financial Planner™ professional.