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Robert Palmer, CFP®, RICP®

Senior Vice President
Director of Financial Planning

 rpalmer@atlaspwm.com

 800-432-7447 ext. 624

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 Advisor Insight from Robert

 

Robert is a Wealth Management Advisor and the Director of Financial Planning at Atlas Private Wealth Management. He is a financial planner with over twenty years of experience assisting individuals in retirement and cash flow planning, investment management, and tax planning.

As a Wealth Management Advisor, Robert’s primary responsibility is to assist his clients in the pursuit of their financial goals. Robert examines their unique situation and provides comprehensive financial planning recommendations. This approach focuses on investment management, the accumulation and distribution phases
of retirement planning, as well as risk management and estate planning. Additionally, as Director of Financial Planning, Robert oversees and manages the Atlas Financial Planning Department.

Prior to joining Atlas, Robert spent seventeen years with Ayco, a Goldman Sachs Company. While at Ayco, Robert traveled extensively, conducting financial education workshops and providing comprehensive financial planning advice to Fortune 500 corporate executives and employees throughout the United States.

Robert earned a bachelor’s degree in finance from the State University of New York at Brockport. He is also a CERTIFIED FINANCIAL PLANNERTM professional, as well as a RETIREMENT INCOME CERTIFIED PROFESSIONAL®.

A life-long resident of the Capital Region, Robert is an active volunteer in the community. He is an avid outdoorsman and enjoys spending time with his wife, Linda.

 

CFP®- Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Retirement Income Certified Professional® (RICP®) designation’s, from The American College of Financial Services, educational curricula is one of the most complete and comprehensive programs available to financial advisors whose goal is to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master the retirement income planning focus area that is not fully covered in other professional designation programs. Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams. They must also have three years of professional experience, meet stringent ethics requirements, and participate in continuing education to maintain professional recertification.