Patricia D. Sklar, CPA, CFA, CFP®

Patricia D. Sklar

Wealth Advisor

Wealth Advice

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 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 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!


Authored Content

Is Now the Time to Invest?

The most common question I have received from my clients over the last month Is “Should I invest some of the cash I’ve been sitting on?” Whether you have saved your last bonus, had a liquidity event such as sale of a rental property or received an inheritance, or you have just been thrifty, let me walk you through the exercise I take my clients on when answering this important question.

 
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