Patricia Sklar, CPA, CFP®, CFA®

Patricia Sklar, CPA, CFP®, CFA®

Wealth Adviser, CI Brigthworth

Patricia Sklar is a wealth adviser at CI Brightworth, where she uses her CPA and investment background to help develop and implement financial planning strategies for high-net-worth and high-income earning individuals. She specializes in working with corporate professionals, business owners and members of the film and entertainment industry.

Before she joined CI Brightworth in 2016, she started her career at Deloitte Tax, focusing on income tax strategies for publicly-traded companies. She spent the next five years at a large CPA and wealth management firm, where she advised high-net-worth individuals in the areas of personal financial planning, income taxes and investments.

Patricia is a Certified Public Accountant, a CFA Charterholder and a CERTIFIED FINANCIAL PLANNER TM practitioner. She received her Master of Science in Accounting at Louisiana State University and her Bachelor of Business Administration in Accounting from the University of Georgia.

Phone: 404.760.9000 | Email: patricia.sklar@brightworth.com | Website: www.brightworth.com/ (opens in new tab) | LinkedIn: www.linkedin.com/in/patricia-dampf-sklar-cpa-cfa-cfp%C2%AE-6ba1a3a/ (opens in new tab)

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