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Bob Straton

Bob Straton, CFP®, CKA®, MBA

Private Wealth Advisor
Seattle, WA

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Bob Straton is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves clients in and around Portland, Oregon.

As a CERTIFIED FINANCIAL PLANNERTM certificant, Bob uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Bob and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

Before joining Ronald Blue Trust, Bob was the president and founder of NW 1031 Planning, Inc., where he provided 1031 tax-deferred exchange solutions for real estate investors. Prior to that, he worked as the senior vice president at Cole Capital and Wells Real Estate Funds for 12 years.

Bob earned his BS from The King’s College where he graduated summa cum laude and received his MBA from Syracuse University.

As an active part of the community, Bob is a member of his local church, where he serves as an elder emeritus. Bob also serves on the board of directors at First Image, a pro-life ministry serving the Portland, Oregon area.

Bob resides in Wilsonville, Oregon with his wife, Anne. They have two sons and one grandson who live in the Seattle area. In his spare time, Bob enjoys cheering on his favorite college football teams and taking scenic hikes throughout the Pacific Northwest.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

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