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

Patricia N. Sokolowski, CFP®

CFP

Metis Wealth Management & Planning

400 Main St, Ste 200G
Hilton Head Island, SC 29926-4612
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 Metis Wealth Management & Planning in Hilton Head Island, SC and the surrounding communities.

Financial Advisor Overview

Metis Wealth Management & Planning is an independent, fee-only Registered Investment Advisory firm.  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. 

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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

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Mutual Funds, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Women's Finances

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