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"Niche of the Week: Entrepreneurs and career changers"

At Regent Peak Wealth Advisors, we are dedicated to serving corporate executives and business owners as they navigate career transitions and challenges, as well as understanding the financial implications involved.

Our founder and managing director Craig Robson, CFP®, CIMA®, CDFA® spoke with Reagan Darrah about our approach to supporting clients in achieving their professional ambitions while modeling their financial plans to reflect these aspirations.

Article HERE