Anitha Rao

CFP®, CIMA®

Financial Architects, LLC

Senior Wealth Manager

Anitha Rao

CFP®, CIMA®

Financial Architects, LLC

Senior Wealth Manager

We are a fee-only, academically-oriented, registered investment advisory firm providing financial planning and wealth management to private clients in metro-Atlanta and across the United States. While some advisors still sell products or transactions, our “product” is wisdom and our goal is simple – to help our clients achieve and sustain financial success. - Anitha Rao, CFP®, CIMA®

(770) 517-8160

Fee-Only financial planner located in Woodstock, GA, serving clients locally and across the country

Meet Anitha Rao

Anitha Rao is co-founder of Financial Architects and serves as senior wealth manager. She has earned the Certified Financial Planner® (CFP) designation and has taught in the Certified Financial Planner programs at several universities.  She also holds the Certified Investment Management Analyst® (CIMA) accreditation conferred by the Investments & Wealth Institute (IWI) through the Wharton School at the University of Pennsylvania.

Ms. Rao holds a degree in Electrical Engineering from the University of Maryland, College Park and has done post-graduate work in Electrical and Computer Engineering at Georgia Tech. Prior to her transition to wealth management and financial planning, she worked in IT Consulting with both boutique firms and a “big six” accounting firm.

She currently serves as a local chapter board member of the Financial Planning Association and is also a member of the Atlanta Society of Finance and Investment Professionals, the National Association of Personal Financial Advisors and the Investment Management Consultants Association.

Ms. Rao lives in Marietta with her husband, Venki.  Venki is Chief Technology Officer at Chemical Abstracts Service, a division of the American Chemical Society.  Their sons, Kiran and Barath, attend Georgia Tech and McGill Universities respectively

Anitha Rao is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Anitha Rao is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Anitha Rao

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Office Locations:

  • 302 Creekstone Rdg
    Woodstock, GA 30188

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