Robinson Crawford, CFP®
FINANCIAL PLANNER
Montebello Avenue Limited Company
I started in the advice business in 2012 as an intern at First Allied Securities. Lucky for me, I got to see the inside of a lot of classic wealth management firms - how the sausage was made.
Fast forward to 2016, I've worked a few years in the industry, but I'm not happy with my trajectory; I want to write my own story. A couple of industry guys create a platform called XY Planning Network, seemingly tailor-made for me & my dreams. I want to serve younger, digital native clients in a fair & transparent way, and I'd like to do it on my own terms. XYPN's little push, their "Yes, you can do this" at the September 2016 conference in San Diego, was the catalyst for launching my firm, Montebello Avenue Limited Company, which went live in February 2017.
Today, we serve over 50 clients locally & throughout the country and I couldn't be prouder of our clientele or more hopeful about the future of the firm.
Some more personal quick-hits:
- BS, Computational Mathematical Sciences, Arizona State University
- CERTIFIED FINANCIAL PLANNER™
- Published in the New York Times, Wall Street Journal, Barron's, and the Alpha Architect blog
- Mississippi native
- Youngest of 4 siblings
- I love basketball, baseball, sushi, and my dog's underbite
- Getting married on 10/10/2020 to the love of my life