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

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October 22, 2025 • 30 mins

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 […] The post Avoiding Financial Surprises: The Importance of Proactive Planning and Communication in Wealth Management appeared first on Business RadioX ®.

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}Avoiding Financial Surprises: The Importance of Proactive Planning and Communication in Wealth Management