Robinson Crawford

CFP®

Montebello Avenue

Financial Planner

Robinson Crawford

CFP®

Montebello Avenue

Financial Planner

You deserve plans and investments based on your values and aspirations. - Robinson Crawford, CFP®

Fee-Only financial planner located in Phoenix, AZ, serving clients locally and across the country

Robinson Crawford is a Phoenix, AZ fee-only financial planner. Robinson is the founder of Montebello Avenue, a Registered Investment Adviser, providing financial planning on a retainer or project basis, and investment management to help clients organize and grow their assets through life’s transitions.

As a fee-only, fiduciary, and 100% independent financial planner, Robinson is never paid a commission of any kind, and has a legal obligation to provide advice in your best interest. 

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
  • Boston University - Financial Planning Program
  • NAPFA-Registered Financial Advisor 
  • Financial Planning Association Member
  • Over 5 years of financial planning experience
  • Proud member of Big Brothers Big Sisters of Central Arizona
  • Youngest of 4 siblings
  • I love baseball, basketball, and sushi

Robinson Crawford is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning

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.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Retirement Planning
  • Investments
  • Employee Equity & IPOs
  • Tax Strategies
  • Credit, Debt, & Student Loans

Ideal Clients

  • Growing Families
  • Young Professionals
  • Executives with Stock Compensation
  • Millennials
  • Business Owners & Side-Hustlers

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Robinson Crawford is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Robinson Crawford is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Robinson Crawford is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Robinson Crawford

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Office Locations:

  • 2801 E Camelback
    Suite 200
    Phoenix, AZ 85016

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