Craig N. Robson, CFP®, CIMA®, CDFA®
- Founding Principal And Managing Director
- Craig is the founder of Regent Peak Wealth Advisors. During his 25 years at Merrill Lynch, Craig became the Founder and Managing Director of Robson & Associates, a high net worth wealth advisory practice within the firm. At Regent Peak, he serves as Managing Director and sets the firm’s overall vision and strategy. The creation of Regent Peak Wealth Advisors, an independent advisory firm, is a direct result of Craig’s desire to provide all relationships with objective advice free from the conflicts of interest that might come from large institutions.
Craig earned a bachelor’s degree in industrial engineering from Lehigh University in 1991. For the next 3 years Craig provided consulting services on behalf of Accenture Consulting, primarily within their manufacturing and information technology divisions, to both publicly traded and privately held corporations. An unexpected opportunity to employ his practice management experiences within the financial services industry arose and in 1994 Craig embarked on creating a unique wealth advisory offering within Merrill Lynch.
Craig has been recognized for his investment acuity and was recognized by Forbes Best-in-State Wealth Advisors list in 2019. Craig holds the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® (CIMA®) designation and he is a Certified Divorce Financial Analyst® professional. Craig holds all the relevant general securities registrations and insurance licenses.
Craig and his wife Angelia have two children, Nicholas and Lucas, and they live in Atlanta, Georgia. He enjoys playing ice hockey, swimming, hiking, volunteering for animal rescue groups and coaching youth sports. Within the local community Craig has previously served on many board positions, most recently the Board of Directors for Learning on the Log, a nonprofit organization for children with a focus on supporting and growing social skills. He also previously served on the Corporate Leadership Council for the Fernbank Museum of Natural History and as a host committee member for the Partnership Against Domestic Violence.