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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, CFPA®, and Joseph Mattei, our Retirement Plan Services advisors. Marci has over 30 years of experience working with companies that offer defined contribution plans, while multi-lingual Danny Valenzuela, who is a graduate of California State University, Long Beach (Business/Finance), and Joseph Mattei, a graduate of The Ohio State University (Business/Finance) have over 35 years of Retirement Plan Services advisory experience between them.

Dave Robertson CRPS 916-475-1316
Marci Binion APA, AIF 916-475-1327
Danny Valenzuela CPFA 916-475-1724
Joseph Mattei retirement plan services advisor 469-694-4292

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.

Contact Us Today