Avoiding Financial Surprises: The Importance of Proactive Planning and Communication in Wealth Management

from Atlanta Business Radio · host Business RadioX ®

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 […]

Episode metadata supplied by the publisher feed · Published Oct 22, 2025

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