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Rob Patti

Managing Partner at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Patti Wealth Management</span>
Intro Book
Seasoned financial advisor with 20+ years of experience in estate planning, financial planning, and wealth management.
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Location
Atlanta, Georgia, United States, US
Skills
  • Estate Planning
  • Financial Planning
  • Asset Management
  • Income Generation
  • Investments
  • Show all
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Bio

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Rob Patti is a seasoned financial professional with over 20 years of experience in estate planning, financial planning, asset management, and wealth management. He is a Certified Financial Planner (CFP) and Certified Investment Management Analyst (CIMA) with a degree from the University of Pennsylvania - The Wharton School. Patti has held various roles, including Managing Partner at Patti Wealth Management, Private Wealth Manager/Partner at Stratos Wealth Partners, Regional Vice President at Zacks Investment Management, Managing Partner/Sales Manager at SNP Financial Group, and Certified Financial Planner at Morgan Stanley Dean Witter.

Credentials

  • CFP® , CIMA®
    -

Experience

  • Patti Wealth Management
    • Atlanta Metropolitan Area
    • Managing Partner
      • Mar 2022 - Present
      • Atlanta Metropolitan Area

      Patti Wealth Management is an independent, privately-owned investment practice providing active management and other advisory services to clients throughout the United States. The practice is staffed by professionals with more than a century of collective financial advisory experience and support...

  • Stratos Wealth Partners
    • Atlanta, GA
    • Private Wealth Manager/Partner
      • Dec 2012 - Present
      • Atlanta, GA

      Our PhilosophyStratos Wealth Partners is an independent, partner owned and operated financial services firm built on the premise that our clients are our most valuable asset. We define our success by assisting you in pursuing your goals and we strive to elevate the meaning and purpose of planning...

  • Zacks Investment Management
    • Regional Vice President
      • Jan 2008 - Dec 2012

      Zacks Investment Management is an independent Registered Investment Advisor (RIA) and wealth management organization. We specialize in serving the investment needs of private individual investors and institutions. We are are a wholly-owned subsidiary of Zacks Investment Research and are based in ...

  • SNP Financial Group
    • Atlanta, GA
    • Managing Partner/Sales Manager
      • Feb 2000 - Dec 2007
      • Atlanta, GA
  • Morgan Stanley Dean Witter
    • Certified Financial Planner
      • May 1997 - Jan 2000

Education

  • 2012 - 2012
    University of Pennsylvania - The Wharton School
  • 2001 - 2002
    Oglethorpe University
  • 1993 - 1997
    Jacksonville State University
  • 1989 - 1993
    Sprayberry High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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