RainierView Advisors

RainierView logo copyRainierView Advisors, LLC is an independent, comprehensive financial planning firm focusing on investment consulting. Advisory services are based on the financial goals and tolerance for risk and may also include a review and recommendations related to insurance needs.

Financial planning services involve the initial development of a plan based on the clients needs and goals, taking into account time horizon, risk tolerance and investment targets. Other planning services include:

  • Goal Setting
  • Investment Review and Strategy Implementation
  • Tax Planning
  • College Planning
  • Pre- and Post-Retirement Planning
  • Asset Protection
  • Budgeting
  • Estate Planning Strategies
  • Lump-Sum Distribution Advice
  • Career Transitioning
  • Ongoing Financial Seminars

One major difference is our transparency.

RainierView Advisors, LLC is required to describe all forms of compensation received, as well as brokerage, custody, fees and fund expenses in order for clients and prospective clients to know how much we charge for our advisory services and by whom clients will be charged. In addition, we do not custody or hold any of your asset but instead use world class custodians. Many client enjoy the comfort, accountability, and security that comes with firms like TD Ameritrade, Charles Schwab and Fidelity offer to custody their assets.

For more information, please call (206) 556-4502, email info@rainierviewadvisors.com or visit our website.

RainierView Advisors, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Roderick Givens, Founder & Managing Partner, RainierView Advisors, LLC

Over the last 18 years, Founder and Managing Partner Roderick Givens has cultivated a diverse and accomplished background in financial planning and asset management, providing a wide range of specialized services to his clients. With positions held as an investment analyst, manager, business development director, and investment sales director with several of the most recognizable firms such as Citigroup, Smith Barney, Morgan Stanley, and JP Morgan. His experience with these firms has cultivated a knowledge and skills necessary to assist clients focused on building a solid financial future.

As the founder of RainierView Advisors, LLC, Roderick has leveraged his past experience to provide comprehensive financial planning services to those individuals and small businesses who value quality, objective advice. His philosophy is based on several basic principals intended to help his clients build a solid foundation for the rest of their lives, offering stability and support for years to come, including:

An understanding that financial planning extends beyond the net worth statement; real financial planning is about understanding people and helping them comprehend, evolve, and ultimately succeed in meeting their goals.

  1. The idea that putting the client first means being a fiduciary for clients and putting it in writing.
  2. Knowing and executing on capabilities and communicating when they are not.
  3. The knowledge that an informed client is a better client.

In addition to a commitment to transparency and dependability for his clients, Roderick also believes that one of the best investments he can make is actively working in his community and keeping a strong balance between work and family. By giving back to others and prioritizing what truly matters in life, he is able to provide for his clients with a philosophy devoted to compassion, understanding, and personal commitment.

For more information, please call (206) 556-4502, email info@rainierviewadvisors.com or visit our website.

RainierView Advisors, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

  • The market has done well but I’m not sure if I’m on track for retirement?
  • What does retirement look like for me and my family?
  • Can I change careers at my age and still be financial OK?
  • What should I leave for my family and how can I do it effectively?
  • College is expensive; how can I help my kids without jeopardizing our retirement?
  • How much is “enough” for retirement?
  • Where am I financially from a big picture perspective?
  • Are my investments tied to my long term goals?
  • Does my advisor know my most valued asset, my family?
  • Can someone explain how world events effect my portfolio in a language that I can understand?
  • Will my advisor only help me if I buy a product?
  • I’ve had a financial plan before but can someone actually follow through?

We realize that no two financial pictures are the same, which is why every service we offer can be fully customized to your needs. Instead of providing one size fits all packages, our advisers will work with you, helping you identify areas for growth and recommending strategies designed to benefit you and your unique situation. We have the ability to look at specific areas of your financial life and help you with those goals, or develop a comprehensive plans designed to support every facet of your finances.

For more information, please call (206) 556-4502, email info@rainierviewadvisors.com or visit our website.

RainierView Advisors, LLC is a registered investment adviser in the State of Washington. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.