Sign up to save your podcasts
Or
Share Avoiding Financial Surprises: The Importance of Proactive Planning and Communication in Wealth Management
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Avoiding Financial Surprises: The Importance of Proactive Planning and Communication in Wealth Management
In this episode of Atlanta Business Radio, Lee Kantor interviews Craig Robson, founding principal of Regent Peak Wealth Advisors. Robson discusses his transition from engineering to wealth management, his 25-year career at Merrill Lynch, and the founding of Regent Peak to better serve clients with complex financial needs. The conversation covers Regent Peak’s holistic, collaborative […]
View all episodes
By Business RadioX ®
5
88 ratings
In this episode of Atlanta Business Radio, Lee Kantor interviews Craig Robson, founding principal of Regent Peak Wealth Advisors. Robson discusses his transition from engineering to wealth management, his 25-year career at Merrill Lynch, and the founding of Regent Peak to better serve clients with complex financial needs. The conversation covers Regent Peak’s holistic, collaborative […]