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Ricp® Patrick J. Stoll CFP®
Private Wealth Advisor at DJM Financial - Private Client Group
Ricp® Patrick J. Stoll CFP® is a highly experienced Wealth Management Advisor with the esteemed Retirement Income Certified Professional (RICP®) designation, boasting over 23 years of expertise in offering comprehensive financial guidance.
Having worked closely with the renowned Northwestern Mutual Wealth Management Company, Ricp® Patrick J. Stoll CFP® has a distinguished track record of assisting business owners and affluent families in achieving financial success.
Specializing in clients within 10 - 15 years of retirement, Ricp® Patrick J. Stoll CFP® focuses on navigating the complexities of retirement planning during the 'fourth quarter' period, emphasizing the significance of establishing a practical distribution strategy over simply achieving numerical targets.
Ricp® Patrick J. Stoll CFP® aims to provide clients with genuine 'peace of mind' regarding their financial future, extending beyond retirement, by delivering tailored and holistic financial planning solutions.
To benefit from Ricp® Patrick J. Stoll CFP®'s expertise in formulating personalized financial plans and safeguarding assets for the long term, individuals can schedule a consultation via phone, video, or face-to-face meetings by contacting 949.622.7226.
For more details on Ricp® Patrick J. Stoll CFP®'s areas of specialization and to explore further information, interested parties are encouraged to visit the official website at https://djmfinancial.nm.com.
