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Patricia Sklar, CPA, CFA, CFP®

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Patricia 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.

Blog Post by Patricia Sklar, CPA, CFA, CFP®

Patricia Sklar, CPA, CFA, CFP® Jul 20, 2022 12:44:44 PM < 1 min read

With Markets Down, Is Now the Time for Young People to Invest?

Many younger investors have never experienced stock market volatility and are wondering ...
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Patricia Sklar, CPA, CFA, CFP® Nov 17, 2021 2:38:35 PM < 1 min read

Why Inheriting Money May Not Solve Your Problems

Patricia Sklar, CPA, CFP®, CFA® & Josh Monroe, CFP®, CIMA®
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Patricia Sklar, CPA, CFA, CFP® Aug 27, 2021 4:28:26 PM < 1 min read

9 Questions to Ask Aging Parents About Their Finances

Adult children will eventually need to know about their parents’ finances in case of an ...
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Patricia Sklar, CPA, CFA, CFP® Aug 10, 2021 3:18:00 PM < 1 min read

7 FINANCIAL DON’TS FOR EVERY MILLENNIAL

Josh Monroe, CFP®, CIMA® | Associate Wealth Advisor & and Patricia Sklar, CPA, CFA, ...
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Patricia Sklar, CPA, CFA, CFP® Apr 24, 2021 4:06:22 PM 5 min read

Changing Jobs – is that grass actually greener?

Have you ever had a frustrating day at work and thought, "I could take my talents ...
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Patricia Sklar, CPA, CFA, CFP® Mar 1, 2021 1:23:00 PM 6 min read

Propel Your Wealth: What to Do When You Lose Your Wallet

Last week I had a friend come up to me in an absolute panic. She had lost her wallet. ...
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Patricia Sklar, CPA, CFA, CFP® Jan 21, 2021 4:38:00 PM 4 min read

Propel Your Wealth: New Year's Resolution - Going on a Financial Diet and How to Sustain It

When it comes to New Year’s resolutions, I like to keep my goals attainable. I remember ...
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Patricia Sklar, CPA, CFA, CFP® Jan 6, 2021 11:53:00 AM < 1 min read

TIME TO GO ON A FINANCIAL DIET? GET YOUR FINANCES IN GREAT SHAPE IN 2021

Here’s a New Year’s resolution that will stick, get in the best financial shape of your ...
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Patricia Sklar, CPA, CFA, CFP® Dec 2, 2020 12:13:00 PM 12 min read

STATE TAX IMPLICATIONS OF ROTH CONVERSIONS

Patricia Sklar, CPA, CFA, CFP® & Andrew Kobylski Roth conversions have been a hot ...
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Patricia Sklar, CPA, CFA, CFP® Oct 28, 2020 3:29:00 PM < 1 min read

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 ...
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