Craig Robson
Founding Principal and Managing Director at Regent Peak Wealth Advisors
Craig Robson is the founder of Regent Peak Wealth Advisors, with a strong background in high net worth wealth advisory services.
With 25 years of experience, Craig previously founded and managed Robson & Associates, a successful wealth advisory practice in Merrill Lynch.
At Regent Peak, Craig serves as the Managing Director, shaping the firm's vision and strategy, focusing on providing objective advice free from conflicts of interest.
He holds a bachelor's degree in industrial engineering from Lehigh University and has extensive consulting experience with Accenture Consulting before transitioning to the financial services industry.
Craig's expertise has been acknowledged through prestigious recognitions, including being named in Barron's Top 1,200 Financial Advisors and Forbes Best-in-State Wealth Advisors list.
He possesses various professional designations such as Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), and CERTIFIED FINANCIAL PLANNERTM certification.
Craig and his wife reside in Sandy Springs, Georgia, with their two children, Nicholas and Lucas, and he is actively involved in ice hockey, swimming, hiking, animal rescue volunteering, and coaching youth sports.
People also Viewed
Mutual Connections
People also Viewed
Mutual Connections
Craig Robson
Founding Principal and Managing Director at Regent Peak Wealth Advisors
Craig Robson is the founder of Regent Peak Wealth Advisors, with a strong background in high net worth wealth advisory services.
With 25 years of experience, Craig previously founded and managed Robson & Associates, a successful wealth advisory practice in Merrill Lynch.
At Regent Peak, Craig serves as the Managing Director, shaping the firm's vision and strategy, focusing on providing objective advice free from conflicts of interest.
He holds a bachelor's degree in industrial engineering from Lehigh University and has extensive consulting experience with Accenture Consulting before transitioning to the financial services industry.
Craig's expertise has been acknowledged through prestigious recognitions, including being named in Barron's Top 1,200 Financial Advisors and Forbes Best-in-State Wealth Advisors list.
He possesses various professional designations such as Certified Investment Management Analyst® (CIMA®), Certified Plan Fiduciary Advisor (CPFA), and CERTIFIED FINANCIAL PLANNERTM certification.
Craig and his wife reside in Sandy Springs, Georgia, with their two children, Nicholas and Lucas, and he is actively involved in ice hockey, swimming, hiking, animal rescue volunteering, and coaching youth sports.
People also Viewed