Patricia N. Sokolowski,  CFP<sup>&reg;</sup> - Financial Advisor

Patricia N. Sokolowski, CFP®

WestView Investment Advisors, LLC

1 Corpus Christi Place, Suite 106
Hilton Head Island, SC 29928
FINANCIAL ADVISOR'S WEBSITE
(843) 271-6088 CONNECT WITH Patricia
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General

Patricia Sokolowski is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at WestView Investment Advisors, LLC in Hilton Head Island, SC and the surrounding communities.

Financial Advisor Overview

Westview Investment Advisors is an independent, fee-only investment advisory firm.  We have been in business since 1998.  In 2017 we opened an office on Hilton Head Island, SC to provide our services for the Low Country.  Our approach is planning based with the emphasis on your individual goals and risk tolerance.  Call us for an appointment or to learn more. 

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Financial Advisor Experience

 I have been working in the financial services industry for over 20 years helping clients define and achieve their financial goals.  My specialties are retirement planning and estate planning.  As a multi-generational firm, we assist individuals at all stages of their wealth building life. 

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources