Experience the powerful impact of advisor growth strategies
Passionate Coach for Financial Advisors
Passionate Coach for Financial Advisors
Coach For Financial Advisors
Cameo Roberson
I am the CEO/Founder of Atlas Park Consulting, a Business Coaching & Operations Strategy agency for financial advisors based in Sacramento, CA. In my managing role, I provide independent advisory firms with guidance on operations and management, business planning and development, and improved programs to manage people, process and technology.
Before starting Atlas Park Consulting, I spent more than 15 years in the client service and operational trenches of fee-only and fee-based advisory firms. I am an expert in practice management strategies and have been interviewed about how advisors can improve performance and profitability in several mainstream publications, including Wealth Management Magazine, US News & World Report, The Journal of Financial Planning, Forbes Magazine, Financial Planning Magazine and Investor’s Business Daily.
I have an undergraduate degree in Business Administration, emphasis International business from California State University, Long Beach and a Certificate in Personal Financial Planning for the University of California Santa, Cruz. I also hold the Series 65 FINRA license. For more information on my experience, check out my LinkedIn profile.
My company, Atlas Park Consulting, has been a vetted coaching partner at Morgan Stanley Wealth Management since 2020 and we have presented workshops across the country for Fortune 500 company, The Lincoln Financial Network. We have also appeared in webinars for the Financial Planning Magazine, XY Planning Network, HIFON and The Financial Planning Association.
How It Started
Learn why I decided to become a coach for financial advisors and build my own consulting business.
Learn why I decided to become a coach for financial advisors and build my own consulting business.
Feeling fed up with constantly having to prove my worth, I knew it was time for a change. I craved control over my life and the ability to create financial freedom while inspiring others to do the same. Enter Atlas Park, a journey that has become both a destination and a reflection of my entrepreneurial decisions.
The name ‘Park’ holds special significance to me as it represents key milestones in my personal growth and development as a business owner. Each step along the way has shaped me into the knowledgeable and experienced entrepreneur I am today.
And what about the ‘Atlas’ or Compass? This guidebook and roadmap that we’ve developed is our way of helping other business owners build their own paths to success. We understand that everyone’s journey is unique, but we’re here to provide guidance and support to those who need it.
With Atlas Park by your side, you can achieve your entrepreneurial dreams. We’re not just another company – we’re your partners in success. Let us help you discover what you’re truly capable of and reach your full potential.
Before Consulting & Coaching Financial Advisors
My entrepreneurial journey has deep roots.
- I grew up on Park Street, doing odd jobs, babysitting and hosting neighborhood carnivals by age 12.
- I lived in Parkside Commons when I took my first entrepreneurship class in college.
- I launched my first official business (Mary Kay Consultant) in my first off campus college apartment on Park Avenue.
How its Going
What We See For The Clients We Help | What We See For You?
Imagine the possibilities for your business and let us help you bring your vision to life.
Let’s work together to identify and solve the pain points you’re currently experiencing.
By aligning your goals with an action plan, we can make implementation a breeze.
We’re passionate about building businesses that meet your unique needs, just like we’ve done for ourselves. Let’s create something amazing together!
I’d love to help you plan and navigate your own business journey. Let’s talk!
The Coach for Financial Advisor
Here at Atlas Park Consulting, we help wealth management firms double their revenue and build transferable value so they can realize their own financial goals and dreams. If you do the work TODAY to really dial in your operations, you get higher revenue, and higher operational efficiency and you put yourself in a position to secure higher transferable value when you want or need to retire.
Get your 15-minute Intro Call
We know what options are out there for Financial Advisor Business Coaching programs but our niche approach to strategy & operations is why we are the best and why streamlined operations ultimately drives your business.
