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Robert Palmer, CFP®, RICP®

Senior Vice President
Director of Financial Planning

 800-432-7447 ext. 624

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 Advisor Insight from Robert

Robert is a Senior Vice President and Director of Financial Planning at Atlas Private Wealth Management. He has over twenty years of experience in the financial services industry.

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. These meetings focused on investment allocation, retirement, and estate planning.

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.

Robert is an avid outdoorsman and enjoys spending time with his wife, Linda. They reside in Guilderland, a suburb of Albany, New York.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., 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.