Professional

Background

Patrick began his career with Northwestern Mutual Irvine in 1997. Prior to joining Northwestern Mutual, he worked for a Fortune 500 chemical company in the Los Angeles area, specializing in water treatment consulting. He also served in the U.S. Air Force as an officer for eight years, achieving the rank of Captain. In this role, he managed ballistic missile and space launch programs.

Education

Patrick earned his Bachelor of Science degree in Management at the United States Air Force Academy.

Credentials

Patrick obtained his CFP® certification and his RICP® designation.

  • CFP® – The CERTIFIED FINANCIAL PLANNER certification indicates that the representative has in-depth theoretical and practical knowledge of personal financial planning, tax planning, employee benefits and retirement planning, estate planning, investment management, and insurance and risk management.
     
  • RICP® – The Retirement Income Certified Professional educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risk to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors. 

Patrick J Stoll, CFP®, RICP®

Wealth Management Advisor

 

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