Rob Patti's Location
Atlanta, GA, US
Rob Patti's Work
- Managing Partner @ Patti Wealth Management
- Private Wealth Manager and Partner @ Stratos Wealth
- Regional Vice President @ Zacks Investment Management
- Managing Partner and Sales Manager @ SNP Financial Group
- Certified Financial Planner @ Morgan Stanley
Rob Patti's Education
- University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA)
2012 - 2012 - Oglethorpe University
Robert Patti, CFP® (CFP)
2001 - 2002 - Jacksonville State University
Bachelor of Science (Finance)
1993 - 1997
- Sprayberry High School1989 - 1993
Rob Patti's Skills
- Estate Planning
- Financial Planning
- Asset Management
- Income Generation
- Investments
- Wealth Management
- Retirement Planning
- Annuities
- Retirement
- Insurance
Rob Patti's Summary
Rob Patti, based in Atlanta, GA, US, is currently a Managing Partner at Patti Wealth Management, bringing experience from previous roles at Stratos Wealth Partners, Zacks Investment Management, SNP Financial Group and Morgan Stanley Dean Witter. Rob Patti holds a 2012 - 2012 Certified Investment Management Analyst in CIMA @ University of Pennsylvania - The Wharton School. With a robust skill set that includes Estate Planning, Financial Planning, Asset Management, Income Generation, Investments and more, Rob Patti contributes valuable insights to the industry. Rob Patti has 3 emails on RocketReach.
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