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Patricia Sklar, CPA, CFP®, CFA®

Wealth Adviser, Brigthworth

Patricia Sklar is a wealth adviser at 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 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/ | LinkedIn: www.linkedin.com/in/patricia-dampf-sklar-cpa-cfa-cfp%C2%AE-6ba1a3a/

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personal finance

Why Inheriting Money May Not Solve Your Problems

Without a financial plan in place, even millions of dollars can be wasted. Here are some ways to make certain that doesn’t happen.

November 15, 2021

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personal finance

I Have a Financial Adviser. Is It Time for My Adult Children to Get One, Too?

When you’re young and broke, there’s not a lot of need for a financial adviser. But there comes a time when all that changes. Here are four tipping po…

September 16, 2021

A mom and daughter look at family photos.

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wealth creation

9 Questions to Ask Aging Parents About Their Finances

Speaking to aging parents about money isn’t easy. Here are nine important questions to ask.

August 27, 2021

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Financial Planning

7 Financial Don’ts for Every Millennial

Here are the seven things that millennials should absolutely stop doing to get their financial plans on track.

August 8, 2021

A plate with numbers on it like a clock and healthy foods.

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personal finance

Time to Go on a Financial Diet? Get Your Finances in Great Shape

If you’re ready to get in the best financial condition of your life, here are some easy, sustainable tips to whip you into shape this year.

January 5, 2021

Roth IRAs

6 Reasons You Should NOT Do a Roth Conversion

Roth IRAs come with some great tax advantages, but converting a traditional IRA to a Roth doesn’t make sense for everyone.

October 27, 2020

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salaries

Navigating a No-Bonus Terrain

Six tips to keep your finances on track when the bonus you usually look forward to won’t be coming this year.

July 13, 2020