Managing Member and Founder – Roderick Givens CFP®, CIMA®
Over the last 18 years, Roderick 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 largest financial firms in the world, he has the knowledge and skills necessary to assist clients focused on building a solid financial future.
As the founder of RainierView Advisors, LLC, he 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.
Roderick is a Certified Financial Planning, CFP ® practitioner and holds the Certified Investment Management Analyst, CIMA ® Designation from the University of Pennsylvania Wharton School of Business.