People
Russell Robertson, CFP®Russ started ATI Wealth Partners to address two fundamental issues he saw with the financial services industry - the lack of financial literacy education and poor investment management practices, especially around fees. For years he worked with advisors around the country as a wholesaler for one of the largest asset management firms globally, learning about advisors' investment management processes and how they were handling their clients' money. More often than not, he came away from those conversations shaking his head with the thought of "I wonder if (Advisor X's) clients have any idea what is actually going on here..." Unfortunately, the answer to that is usually "no".
To address the issues Russ saw, he became a CERTIFIED FINANCIAL PLANNER™ professional. He wants to use his 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. |
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Prior to a life as a financial guide, Russ was a double major in the sciences (Marine Biology/Earth Science) at Boston University and a biology/geography teacher at Winchester College (England). His MBA is from Hult International Business School.
Outside of the office, Russ enjoys traveling, Brazilian jiu-jitsu, single-origin coffees, craft cocktails, and volunteer diving with the Georgia Aquarium. Usually not all at once. |