David G. Roberts, MBA, CFP,
Principal
 E-mail Dave
David G. Roberts is frequently quoted in business and trade publications because he brings clarity to the complex issues surrounding business and personal transition planning for owners of privately held companies.
David has assisted business owners with planning and case management at The Rainier Group for the past 15 years. An original member of The Rainier Group, David’s expertise is issues related to ownership and management, specifically business continuation and transitional strategies.
Prior to joining The Rainier Group, David was a senior project manager for Westinghouse Electric Corp.
He received a B.S. Degree in Mechanical Engineering from Oregon State University and an M.B.A from the University of Washington. Dave is a Certified Financial Planner. Dave retains his license as a Professional Engineer.
David is a member of the Board of Directors of the Alzheimer’s Association and is a member of Seattle Rotary.
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