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Rob Patti CFP®, CIMA®

Robert Patti is a seasoned Private Wealth Manager with a passion for financial excellence and a love for sports, particularly golf and tennis. With a career spanning over two decades in the finance industry, Robert strives to provide tailored financial solutions to high-net-worth individuals, families, and businesses.

Educational Background: Robert is an alumnus of Jacksonville State University, where he earned a degree in Finance, laying the foundation for his successful career in the financial sector. His commitment to continuous learning and professional development led him to achieve the prestigious Certified Financial Planner (CFP) designation, enhancing his expertise in comprehensive financial planning.

Professional Designations: In addition to his CFP designation, Robert holds the Certified Investment Management Analyst (CIMA) designation from The Wharton School at the University of Pennsylvania. This advanced certification demonstrates his mastery of investment management concepts and strategies, indicating his desire to continue learning and growing in his profession.

Forbes Best-In-State Wealth Advisor: Robert has been recognized as a Forbes Best-In-State Wealth Advisor, a testament to his dedication to excellence.  This prestigious recognition highlights his commitment to delivering top-tier financial advice and services in the industry.

Board of Trustees: Robert serves as the Treasurer on the Board of Trustees for Mount Bethel Christian Academy, showcasing his commitment to education and community leadership. In this role, he brings his financial expertise to support the academy's mission and strategic initiatives.

Private Wealth Management Expertise: As a Private Wealth Manager, Robert is dedicated to understanding the unique financial needs and aspirations of his clients.  Whether it's retirement planning, investment portfolio management, or estate planning strategies, Robert combines his expertise with a client-centric philosophy to help deliver comprehensive financial solutions.

Passion for Golf and Tennis: Beyond the world of finance, Robert finds joy and relaxation on the golf course and tennis court. An avid golfer, he appreciates the strategic nuances of the game and the camaraderie it fosters. On the tennis court, Robert's competitive spirit comes to life as he enjoys the physical and mental challenges of the sport. His love for these activities extends beyond recreation, as he actively participates in local golf and tennis events and engages with the community.

Community Involvement: Recognizing the importance of giving back, Robert is involved in various community initiatives and charitable causes. He believes in the power of financial education and is dedicated to empowering others to make informed decisions about their wealth.

Robert Patti's commitment to excellence, both in the financial realm and his personal interests, reflects his holistic approach to life. As a Forbes Best-In-State Wealth Advisor, sports enthusiast, and Treasurer on the Board of Trustees for Mount Bethel Christian Academy, he strives to inspire and make a positive impact on the lives of those he serves.



Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services are offered through Stratos Wealth Partners, Ltd., a Registered Investment Advisor.  Patti Wealth Management and Stratos Wealth Management are separate entities from LPL Financial.

The Forbes Best-In-State Wealth Advisor Ranking, developed by SHOOK Researcch, is based on in-person and telephone due diligence meetins and a ranking algorithm that includes:  client retention, industry experience, review of compliance records, firm nominations, and quatitative criteria, including:  assets under management and revenue generated for their firms.  Portfolio performance is not a criterion due to varying client objectives and lack of audited data.  Neither Forbes nor SHOOK Research received a fee in exchange for the rankings.

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