Patrick Sabol (CFP®)

Patrick Sabol focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Millennials
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Additional Information

Patrick graduated from Franciscan University in Steubenville, Ohio with a BS in Finance and minor in Management.

After college he spent a year in Juba, the capital of South Sudan where he volunteered as a high school teacher and school administrator. Upon returning to the states he worked at SEI Investments in their Advisor Network department as an operational liaison for high net worth advisory firms. Following his time at SEI Patrick worked for Girard Advisory Services where he managed client relationships and conducted investment research as a member of their investment committee.

As a member of Traphagen Financial Group Patrick advises clients on all aspects of the financial planning process. He is passionate about building relationships and helping individuals meet their short and long term financial goals. He is a Certified Financial Planner (CFP) and also holds his Series 65 license.

Patrick is a Philadelphia native and enjoys golf, soccer, and spending time with family and friends.

NAPFA Start Date

February 03, 2020

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This Office

234 Kinderkamack Rd Oradell, NJ 07649-2149 Phone: (201) 262-1040 Fax: (201) 265-4533