;

OUR APPROACH   |   INSIGHTS & NEWS   |   OUR TEAM   |   POOLED EMPLOYER PLANS

401(k) for Employers

Meet the Retirement Plan Services Team

With more than 27 years of financial services industry experience, Dave Robertson, CRPS®, is the Director of Retirement Plan Services for Allworth Financial. Over the course of his career, Dave has assisted over 700 businesses build and improve upon all facets of their retirement plans, including design and compliance, investment selection and monitoring, and participant education. Dave is a 1989 graduate of Western Kentucky University and holds the Chartered Retirement Plans Specialist designation from the College for Financial Planning in Denver, CO.

Dave is assisted by Marci Binion, APA®, AIF®, our Director of Retirement Plan Operations and Danny Valenzuela, our Retirement Plan Services Advisor. Marci Binion has over 30 years of experience working with and supporting companies that offer defined contribution plans, while bilingual (English and Spanish) Danny Valenzuela, who is a graduate of California State University, Long Beach (Bachelor of Science degree in Business Administrationwith an emphasis in Finance), has a decade of experience as a Retirement Plan Services advisor.

Photo of Dave Robertson smiling

Photo of Marci Binion smiling

Photo of Danny Valenzuela smiling

Many people find that their retirement plan feels overwhelming. Need help getting started or making a change to your contribution amount? Are you curious about your retirement plan’s investment options? Want to know if you’re on track to retire well?

Let us help!

Call us at (916) 979-4015 with any questions related to your plan and we’ll help you to understand what you need to do to reach your goals.