Robert Amato (CFP®, CIMA®)

Robert Amato focuses in the
following client markets or areas of practice:

  • Business Owners
  • Charitable Giving
  • Corporate Executives
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Retirement Planning & Distribution Rules

Planning Specialties

Robert is the Principal of Compass Wealth Management. He began his career over 25 years ago at First Union Bank (now Wells Fargo) and was promoted to Senior Financial Specialist by his third year.  He then joined Merrill Lynch to focus specifically on wealth management. Robert finished first in his training class and was promoted to a Senior Financial Advisor position. He was responsible for training new advisors at Merrill’s Buckhead office, in addition to managing his current clients. Robert joined Smith Barney in 2006 where he became a Vice President of Wealth Management and attained the title Senior Portfolio Manager. He has a business degree in Finance from the University of Georgia. He also holds the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations.

NAPFA Start Date

August 16, 2021


This Office

3340 Peachtree Rd NE Unit 620 Atlanta, GA 30326-1028 Phone: (678) 619-2364