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Robert Amato

Robert Amato, CFP®, CIMA®

Partner & Practice Leader

Atlanta

Client Advisory

Biography

Robert Amato is a Partner & Practice Leader in the Atlanta office, providing comprehensive wealth management, investment management, and financial planning services to individuals and families. With more than 25 years of experience, Robert helps clients navigate complex financial decisions and develop strategies aligned with their long-term goals.

Prior to joining Cerity Partners, Robert founded Compass Wealth Management, where he served as Principal. Earlier in his career, he held senior wealth management roles at Merrill Lynch and Morgan Stanley.

Robert lives in Dunwoody with his wife, Amy, and their two children, Charlotte and Brady.

Learn more about my practice.

Education

  • University of Georgia - Bachelor of Business Administration (BBA) in Finance

Highlights

  • CERTIFIED FINANCIAL PLANNER® (CFP®)
  • Certified Investment Management Analyst (CIMA®)
  • Executive Board Member – Clubhouse Atlanta

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Principal & Client Experience Director

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Principal & Client Experience Director

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Principal & Client Experience Director

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.