Pat Sokolowski's Location
Hilton Head Island, South Carolina, United States
Pat Sokolowski's Work
- CFP @ Metis Wealth Management & Planning
- Chief Operating Officer @ Metis Wealth Management & Planning
- Vice President and Senior Financial Planner @ Westview Investments
- Vice President @ Westview Investments
- Chief Operations Officer and CFP @ Westview Investments
- CFP @ NAPFA Group
- Certified Financial Planner @ Westview Investments
- Operations Manager @ Westview Investments
- Customer Service Manager @ Nordica
- Director of Operations @ Dynastar Skis and Lange Skiboots
Pat Sokolowski's Education
- University of Vermont
BA (Political Science)
1976 - 1979 - Kenyon College
Liberal Arts
1975 - 1976
Pat Sokolowski's Skills
- Retirement Planning
- Asset Allocation
- Investment Advisory
- Financial Planners
- Strategic Financial Planning
- Portfolio Management
- Finance
- Bonds
- Investment Management
- Wealth Management Services
Pat Sokolowski's Summary
Pat Sokolowski, based in Hilton Head Island, South Carolina, United States, is currently a CFP at Metis Wealth Management & Planning, bringing experience from previous roles at Metis Wealth Management & Planning and WestView Investment Advisors. Pat Sokolowski holds a 1976 - 1979 BA in Political Science @ University of Vermont. With a robust skill set that includes Retirement Planning, Asset Allocation, Investment Advisory, Financial Planners, Strategic Financial Planning and more, Pat Sokolowski contributes valuable insights to the industry.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Pat Sokolowski you were looking for?
Find contact details for 700 million professionals.
Others Named Pat Sokolowski
-
ViewPatricia Sokolowski
Senior Procurement and Packaging Specialist at Bentley Laboratories, LLC
South Amboy, NJ, US21 -
54
-
View
Patricia Sokolowski
Senior Configuration Analyst at Raytheon Intelligence & Space
Pittsfield, MA, US5+5 -
22
-
View
Patrick Sokolowski
Technology Risk Consultant, Government and Public Sector at EY
Saint Louis, Missouri, United States31
Top Metis Wealth Management & Planning Employees
-
View
Pat Sokolowski
CFP at Metis Wealth Management & Planning
Hilton Head Island, South Carolina, United States2 -
ViewRoy Sokolowski
Chief Executive Officer and Investment Manager at Metis Wealth Management & Planning
Hilton Head Island, South Carolina, United States12
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
