Craig N. Robson, CFP®, CIMA®, CDFA®
- Founding Principal And Managing Director
- I am the Founding Principal and Managing Director of Regent Peak Wealth Advisors. During my 25 years at Merrill Lynch, I became the Founder and Managing Director of Robson & Associates, a high net worth wealth advisory practice within the firm. At Regent Peak I set the firm’s overall vision and strategy.
- The creation of Regent Peak Wealth Advisors, an independent advisory firm, is a direct result of my desire to provide all relationships with objective advice free from the conflicts of interest that might come from large institutions.
I earned a bachelor’s degree in industrial engineering from Lehigh University in 1991. For the next 3 years, I 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 my practice management experiences within the financial services industry arose, and in 1994 I embarked on creating a unique wealth advisory offering within Merrill Lynch.
I hold the CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., the Certified Investment Management Analyst® (CIMA®) designation, and I am a Certified Divorce Financial Analyst® professional. I hold all the relevant general securities registrations and insurance licenses.
My wife Angelia and I have two children, Nicholas and Lucas, and we live in Atlanta, Georgia. I enjoy playing ice hockey, swimming, hiking, volunteering for animal rescue groups, food drive initiatives in my local community with church, and coaching youth sports.