Russell Robertson, CFP®
I started ATI Wealth Partners in early 2016 to address two fundamental issues I saw within the financial services industry - a lack of financial literacy education and investment management practices that only seemed to exclude those who most needed the services the industry provides.
For years before starting ATI Wealth Partners, I worked with all types of financial advisors around the country as a wholesaler for one of the largest asset management firms globally. Too many of those meetings left me shaking my head with the thought of "I wonder if the clients understand what is actually going on here..." Unfortunately, the answer to that is usually "no".
To address the issues I saw, I became a CERTIFIED FINANCIAL PLANNER™ professional. My goal is to use my passion for personal finance to partner with you in building a strong financial foundation for the present and giving you peace of mind about the future.
Prior to starting a career in finance, I was a double major in the sciences (Marine Biology/Earth Science) at Boston University and a biology/geography teacher at Winchester College (England). My MBA is from Hult International Business School.
Outside of the office, I enjoy traveling, Brazilian jiu-jitsu, single-origin coffees, craft cocktails, and SCUBA diving. Usually not all at once.