Rob Patti Email & Phone Number
Managing Partner
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Rob Patti Location
- Atlanta, GA, US
Rob Patti Work
- 2022 -now Managing Partner @ Patti Wealth Management
- 2012 -now Private Wealth Manager and Partner @
- 2008 -2012 Regional Vice President @ Zacks Investment Management
- 2000 -2007 Managing Partner and Sales Manager @ SNP Financial Group
- 1997 -2000 Certified Financial Planner @
Rob Patti 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 School 1989-1993
Rob Patti Skills
- Estate Planning
- Financial Planning
- Asset Management
- Income Generation
- Investments
- Wealth Management
- Retirement Planning
- Annuities
- Retirement
- Insurance
- Portfolio Management
- Investment Advisory
- Series 7
- Mutual Funds
- 401k
- Wealth
- Investment Strategies
- Securities
- Equities
- Intellectual Capital
- Finance
- Certification
- Certified Financial Planner
- Theory
- Behavioral Finance
- CIMA
Rob Patti Summary
- Rob Patti, based in Atlanta, GA, US, is currently a Managing Partner at Patti Wealth Management. Rob Patti brings 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 has 5 emails and 3 mobile phone numbers on RocketReach.
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