Robinson Crawford, CFP®

Modern Wealth Management 

Serving clients from $5M to $50M in assets.

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How We Help

Proactive, transparent partnerships for your unique needs.

(Early) Retirement

Focused solutions for financial independence, semi- & early-retirement, career pivots, and life transitions.

Capital Gains

Game plans for significant capital gains in company stock, cryptocurrency, real estate, and family businesses.

Employee Equity

RSUs, ISOs, ESPPs, and everything in-between; the details of each require specific technical expertise.

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Meet Robinson 


I'm Robinson Crawford, CFP®.

A great advisor prioritizes their 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.

Certified Financial Planner®

B.S., Computational Mathematical Sciences - Arizona State University

10+ years of financial planning experience

Featured in the New York Times, Wall Street Journal, & Barron’s

Full-time fiduciary: PFO Member & Signed Fiduciary Oath

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