Patrick Stoll Location
Irvine, CA, US
Patrick Stoll Work
- 2019 - now Private Wealth Advisor @ DJM Financial
- 1997 - 2019 Wealth Management Advisor @ Northwestern Mutual
- 1995 - 1997 District Sales Rep @ Nalco Water, An Ecolab Company
- 1987 - 1995 Captain @ United States Air Force
Patrick Stoll Education
- College for Financial Planning
CFP (Certified Financial Planner)
2003 - 2003 - United States Air Force Academy
B.S. (Management)
1983 - 1987
Patrick Stoll Skills
- Leadership
- Small Business
- Portfolio Management
- Financial Advisory
- Strategic Financial Planning
- Investments
- Risk Management
- Financial Risk
- Retirement Planning
- Wealth Management
Patrick Stoll Summary
Patrick Stoll, based in Irvine, CA, US, is currently a Private Wealth Advisor at DJM Financial -
Private Client Group. Patrick Stoll brings experience from previous roles at Northwestern Mutual, Nalco Chemical Company and USAF. Patrick Stoll holds a 2003 - 2003 CFP in Certified Financial Planner @ College for Financial Planning. With a robust skill set that includes Leadership, Small Business, Portfolio Management, Financial Advisory, Strategic Financial Planning and more. Patrick Stoll has 1 emails and 1 mobile phone numbers on RocketReach.
5 free lookup(s).
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Top DJM Financial Employees
-
Sandra Gee
Director of Marketing at DJM Financial
Irvine, CA, US3 -
Thomas Cary
Director Of Operations at DJM Financial
Los Angeles, CA, US13 -
Patrick Stoll
Private Wealth Advisor at DJM Financial
Irvine, CA, US14 -
Kevin Dupree
Private Wealth Advisor at DJM Financial
Irvine, CA, US25+ -
Nick Socha
Private Wealth Advisor at DJM Financial
Irvine, CA, US23 -
Steve Rombro
Private Wealth Advisor at DJM Financial
Los Angeles, CA, US24 -
Alejandra Glover
Private Wealth Advisor at DJM Financial
San Diego, CA, US23 -
Christa Jacob
Director of Special Projects at DJM Financial
Irvine, CA, US24 -
Tim Molnar
Private Wealth Advisor at DJM Financial
Irvine, CA, US21 -
Matt Farrell
Private Wealth Advisor at DJM Financial
Irvine, CA, US23 -
Dan Haag
Wealth Management Analyst at DJM Financial
Newport Beach, CA, US1 -
Nicolas Mattingly
Private Wealth Advisor at DJM Financial
Irvine, CA, US12 -
Mamie Sanderson
Financial Planning Analyst at DJM Financial
Irvine, CA, US34 -
Nan K
Executive Assistant at DJM Financial
Irvine, CA, US1 -
Katie Hawe-Goscinski
Qualified Plan Analyst at DJM Financial
Newport Beach, CA, US2 -
Victoria Mohler
Associate Finanial Representative, CLTC at DJM Financial
California, United States12
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