Robinson Crawford (CFP®)
Robinson Crawford focuses in the
following client markets or areas of practice:
- Corporate Executives
- ExPat and Cross Border Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Real Estate Investments
- Retirement Plan Investment Advice
- Corporate Executives
- ExPat and Cross Border Issues
- Fixed Fee (Subscription, Retainer, etc.)
- Hourly
- Real Estate Investments
- Retirement Plan Investment Advice
Planning Specialties
- Plans: "Plans are worthless, but planning is everything." - Dwight D. Eisenhower. Fixed cost financial planning services for clients with one-time or project based needs.
- Investments: Designed & managed investment portfolios, built to achieve the best risk-adjusted, after-tax returns possible given your goals & constraints. We eat our own cooking, using the same or similar investments for our personal portfolios.
- Retainer: Proactive financial planning, organization, and guidance for a simple monthly retainer starting at $200/month.
Additional Information
A great advisor prioritizes his clients’ values and aspirations above all else. My job is to listen, understand, and work alongside you to ensure that your money works for you - not the other way around.
A little about me:
- Certified Financial Planner ®
- BS, Computational Mathematical Sciences - Arizona State University
- Over 5 years of financial planning experience
- Proud member of Big Brothers Big Sisters of Central Arizona
- Youngest of 4 siblings
- Speak workable Portuguese
- I love baseball, basketball, and sushi
NAPFA Start Date
February 16, 2018