Bob Straton, CFP®, CKA®, MBA
Private Wealth Advisor
Tucson, AZ
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Bob Straton is a private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves clients in and around Tucson, Arizona.
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 of 4Tucson, a ministry serving Tucson, AZ.
Bob resides in Oracle, Arizona with his wife, Anne. They have two sons and one grandson who live in the Seattle area. In his spare time, Bob is an avid pickleball player and enjoys cheering on his favorite college football teams.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.