CPA, CFA®, CFP®
CPA, CFA®, CFP®
As a fee-only financial planner, I offer unbiased advice to help you achieve your financial and life goals sooner. - Patricia Sklar, CPA, CFA®, CFP®
Fee-Only financial planner located in Atlanta, GA, serving clients locally and across the country
Meet Patricia Sklar
Patricia has a passion for working with clients as their personal CFO, helping them reach their goals and feel confident about their financial situation.
Patricia Sklar is a Wealth Advisor 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 PLANNERTM 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. Patricia is a member of the American Institute of Certified Public Accountants, an active member of the Junior League of Atlanta, and is currently a board member for Essential 2 Life, a local non-profit foundation benefiting organizations in the Greater Atlanta area. She is also a member of the Georgia Production Partnership.
Her articles and quotes on wealth management have been featured in CNBC.com, Kiplinger, Georgia Family Magazine, Financial Advisor Magazine, the Money Savage Podcast and Accounting Today. She is also a regular contributor to our Bright Blog, and her latest posts can be found here.
Born and raised in Baton Rouge, Patricia now lives in Brookhaven with her husband, Alex, where she enjoys running, traveling and watching both her LSU Tigers and UGA Bulldogs play football!
Patricia Sklar is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Patricia Sklar is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Patricia Sklar
3344 Peachtree Rd NE
Atlanta, GA 30326