Patrick Lopker
First Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors
- Role
- First Vice President - Investments - Senior Fundamental Choice Portfolio Manager at Wells Fargo Advisors
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Patrick Lopker
Pat helps a select group of individuals, families, business owners and institutions…
Experience
First Vice President - Investments - Senior Fundamental Choice Portfolio Manager
Jul 2010 — Present · Westlake Village, CA, US
As a Financial Advisor, Pat is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. By using a precise, disciplined approach to long-term investing and backed by the resources of Wells Fargo Advisors, Pat combines investment strategies with the agility needed to potentially take advantage of investment opportunities.Many of his clients consider him as their Personal CFO, and for some, he is their “auditory reduction system,” helping them filter out the financial “noise” and sensationalism in the media in order to stay focused on their customized wealth management plan.
Education
University of Southern California
BS, Business/Accounting
1973 — 1977
Skills
- Strategic Leadership
- Nonprofits
- Risk Management
- Wealth Accumulation Strategies
- Management
- Investments
- Retirement Plan Consulting
- Leadership
- Retirement Planning
- Strategic Planning
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