Alaska

Alaska Plans

As an Alaska pilot, you have both the PISP/401(k) plan and the A-Plan pension available to help you save for retirement. RAA is proud to offer professional 401(k) management for your PISP through BrokerageLink at Fidelity. Our team can assist you in optimizing both your PISP/401(k) and your A-Plan, taking into account your specific goals, income needs before and during retirement, health care expenses, Social Security income, and potential tax consequences.

Experience

For over 30 years, RAA has assisted pilots and their families with a variety of financial planning services including 401(k) management, comprehensive financial planning, retirement planning, investment management, estate planning, benefit reviews, tax guidance and return preparation, insurance guidance, income planning, and Social Security and Medicare guidance, as well as many others.

Meet the Alaska Team

Fred Kneib, AIF®

Vice President, Financial Consultant

Karl Petersen

Director of Business Development

Gary Peterson

Vice President, Financial Consultant

A Team of Experts Focused on Your Goals 

If you are looking for a financial planner who knows the ins and outs of your Alaska Airlines and ALPA benefitsthen you’ve come to the right place. 

In addition to pilots and airline employees, the Alaska team includes Certified Financial Planners (CFP®), Chartered Retirement Plans Specialists (CRPS®), and Behavioral Financial Advisors (BFA™) who are guided by and focused on your specific goals, both short term and long term. 

With years of financial planning experience and extensive knowledge about the goals and needs of airline employees, the Alaska team is well-equipped to help you live your ideal financial life. Take a look below to meet the individuals who are here to help you succeed. 

Carl Youngdale, AIF®

Managing Director

J. Kevin Grady, CFP®, ChFC®

Relationship Manager

Rick Oldham, CFP®

Senior Relationship Manager

Josh Pinchek, CFP®

Relationship Manager

Jill Pivato, CDFA®

Relationship Manager

Earl Williams, CFP®

Relationship Manager

Antonia DeCarlo

Client Service Administrator

Kerry Dekle

Client Service Administrator

Mark Fanning

Client Service Administrator

Cheryl Carlson

Receptionist

Nancy Thornton

Receptionist/Scheduler

Download an Alaska Financial Planning Checklist

There are many elements a pilot should consider when creating a comprehensive financial plan. Download the checklist to learn what actions you need to take to prepare for your financial future.

Download the Checklist

Request a Custom Financial Consultation

Discuss your financial situation with an advisor who understands your unique needs, goals, and circumstances. Get answers to questions such as:

  • When would you like to retire?
  • How much do you need to save?
  • Do you know how to maximize your airline benefits?
  • What are your short-term and long-term financial goals?

You’ll also get a better understanding of your probability of successfully achieving your goals at your current savings rate. Having clarity about your financial picture today can provide significant peace of mind for the future.

Request a Consultation