RAA is one of the nation’s largest independent registered investment advisors, specializing in the unique challenges and goals of airline employees and their families. We provide personal solutions for 401(k) management, financial and retirement planning, investment management, estate planning, survivor assistance, as well as Medicare, Social Security, long-term care and insurance guidance.
- Named by Barron’s as one of the Top 100 independent financial advisors in the United States
- Rated a Financial Times Top 300 Financial Advisor
- Focused on the unique needs of airline employees and their families
- Recently completed a merger with Advisor Financial Services
- Serving over 3,000 pilots at every major airline throughout the U.S.
- Maintain a 97% client retention rate
- More than 25 years of experience providing exceptional service to our clients
- $2.3 billion in assets under management (As of July 1, 2016)
Every great organization holds to a set of core beliefs that are shared by its members.
Over the years, RAA has established these values, which serve as our guiding priciples.
Our commitment to long term relationships guides everything we do. Retirement Advisors has worked successfully with thousands of clients.
We employ a rigorous proven process that addresses all the components of a sound financial plan. We design financial plans customized to fit your financial situation and objectives.
We believe constant communication is critical. We use frequent communication to foster an ongoing dialogue and a constant exchange of information.
Our sole mandate is to help you grow and preserve wealth in accordance with your overall financial goals.
To maintain a 98% client retention rate, we have to be exceptional. This is a goal we strive for in everything we do. Let us show you why the clients that choose us, stay with us.
OUR TEAMThe greatest asset we have to offer is the unparalleled expertise of our professionals. Our team, comprised of 48 employees and 34 Pilot Representatives is committed to serving the needs of our clients and their families and providing financial peace of mind throughout their retirement. Client Services Tax Services Financial Consultants Airline Representatives Management
Tax Services Manager
Kristi Cherry serves as the Tax Services Manager for RAA. Kristi joined RAA in 2017, and brings 20 years of experience in both tax and accounting to the firm. Prior to RAA, Kristi spent six years running her own CPA practice specializing in airline pilot tax returns, and is experienced in the unique tax situations and regulations that apply to the airline profession. She also worked at a regional CPA firm, at Ernst & Young with a focus on tax services, and in industry tax accounting for one of the largest cement/aggregates companies in the US.
Kristi graduated from Delta Connection Academy’s Professional Pilot program with her commercial pilot’s license and certified flight instructor license, and spent several years as a sales manager for Columbia Aircraft, Cessna Aircraft, Mooney, and Diamond Aircraft. Kristi is also a graduate of Texas A&M University – Commerce and earned her BBA with a major in accounting. She is a Certified Public Accountant, licensed in the State of Texas.
Our focus is on delivering an exceptional client experience and our staff and time tested wealth management process has helped us deliver superior results. Our client’s success and satisfaction is how we measure our success. After that, we do take pride in awards and accolades from within the industry and we have collected our share of those as well.