Robinson Crawford, CFP® Montebello Avenue

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About Robinson Crawford, CFP®

You deserve a plan based on your values and aspirations. After all, you don’t invest just to invest. You invest to achieve a goal. This is particularly important as you build the money habits and behaviors you’ll carry throughout your highest earning years.

Montebello Avenue’s founder, Robinson Crawford, started in the advice industry in 2012. Robinson holds the CERTIFIED FINANCIAL PLANNER™ designation and a BS in Computational Mathematical Sciences from Arizona State. His experience and education give Robinson a unique approach to building plans and investments designed for your aspirations.

Robinson built a planning process that starts with your goals – and then shows you how to squeeze more out of your assets and income.

It is designed to demonstrate the relationship between your money and the decisions you make. It helps you focus on matters you can control rather than those you can’t.
Once you have a plan in place, we align your investment decisions to match your plan.

All services start with a personal conversation and a complimentary introductory meeting. Pricing is flexible and fee-only, so we can structure things so you get the advice you need.

Visit our website to learn more. We offer free research and reports. From there you can also request a complimentary consultation. We would welcome the opportunity to talk with you.

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Recently Published

The best reason to save

November 8, 2019

Savings, control, philosophy.

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North Star

October 26, 2019

Ideas about a North Star for financial advice.

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Current questions I find interesting

October 11, 2019

Graham Duncan has a great blog in general, but today I’d like to specifically hijack his post with the exact same title of this post.

Current questions I find interesting

Here are mine:

  • How do I delight all of my clients beyond their wildest dreams?

  • What returns can we expect from our portfolios?

  • When will value investing work again?

  • What is my dog thinking about?

  • What will I look back on in ten years and wish I had been working on?

  • How can I be a kinder, more empathetic, and gentler practitioner?

  • Will Tesla be worth $0 before June of 2020? (Disclosure: short via put option contracts)

  • How do we maximize healthspan?

  • How much money is “enough”?

  • What will capitalism look like in 2040?

pic.twitter.com/2XWZERJqeA

— no context succession (@nocontextroyco) October 10, 2019

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Ideal Clients

  • Bitcoin
  • Gen Y/Millennials
  • Home Buying
  • IT Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $200+/mo
  • Hourly Fee: $200+/hr
  • AUM: 1.2%

SEC Records

States Registered

  • Arizona

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