Experience the powerful impact of advisor growth strategies
Experienced Partner for Financial Advisors
Experienced Partner for Financial Advisors
Partner For Financial Advisors
Cameo Roberson
- CEO of Atlas Park Consulting
- 20+ years of experience in financial services operations and leadership.
- Expert in service delivery optimization and business infrastructure.
- Current Practice Management Coach with a top 5 wire-house
- Served as an Advisory Council Member at Morningstar
- Contributing Writer for Advisor Perspectives
- Senior operational leadership roles at RIAs managing $4B+ AUM, overseeing client onboarding and SEC audits
- Holds Series 65 license, Financial Planning Certification (University of California, Santa Cruz)
- Big fan of and committed to driving efficiency, profitability, and the client experience.
- Co-Author: Beyond The Broker: Navigating Financial Advisory Independence
As I broke free from my corporate “dimming” to start a business and desiring independence, I had to evaluate my options. I knew that my ability to live in the “success” I desired would have to be aligned with a strong enough belief in myself to leap into entrepreneurship,”
Successful Wealth Management firms affiliated with Independent Broker Dealer or RIA Platforms Advisors like LPL, Cetera, Dynasty, Cambridge, or Commonwealth have trusted us to help them navigate the challenges of scale.
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 Strategic Partner for Financial Advisors
Here at Atlas Park Consulting, we work with 6- and 7-figure advisory practices, helping them plug operational holes and revenue leaks affecting client service, team morale and leader overwhelm; so they can streamline operations and scale sustainably.
Get your "Learn More" Call
We know what options are out there for Financial Advisor and Wealth Management Business Coaching resources but our niche approach to Strategy & RIA Operations is why we are the best and fixing the operational gaps ultimately drives your business (and creates value).