Robert B. Crawford
Serving clients has been Mr. Crawford's focus for his entire career. his ability to understand clients and find strategies to their financial situations has helped many hundreds of individuals find financial confidence.
Robert entered the financial services industry in 1984 with the Guardian Life Insurance Company of America. Robert began his practice by working with Resident Physicians associated with the University of Utah Medical School, helping them with disability income insurance planning. The early years of his practice working with these demanding new physicians reinforced his belief that preparation and the best possible financial products and solutions are paramount to success.
Robert and Boyd Wagstaff joined together in 1987 at the time of the infancy of the 401(k) Plan in America. They both quickly realized that this was the area that they wanted to make their specialty. For the past 30 plus years, they have seen the wisdom of choosing this area to specialize in.
Robert and his wife Rene are the parents of six children and four grandchildren. They both have a serious passion for golf and can be found on the golf course each day (after work of course).
Experience / Education:
- B.S., University of Utah 1984
- Chartered Financial Consultant, ChFC Designation, American College 1995
- Chartered Life Underwriter, CLU Designation, American College 1996
- Wagstaff and Crawford 1984 - Present
- Accredited Investment Fiduciary, AIF(R) 2013