AeroLeads people directory · profile
Jennifer Sokolowski, Cfp® Email & Phone Number
Owner and Financial Planner
at
Metis Wealth Management & Planning
1 work email found
@target.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner and Financial Planner
Location
Bluffton, South Carolina, United States
Company size
Who is Jennifer Sokolowski, Cfp®? Overview
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Quick answer
Jennifer Sokolowski, Cfp® is listed as Owner and Financial Planner at Metis Wealth Management & Planning, a with 2 employees, based in Bluffton, South Carolina, United States. AeroLeads shows a work email signal at target.com and a matched LinkedIn profile for Jennifer Sokolowski, Cfp®.
Jennifer Sokolowski, Cfp® previously worked as Owner & Financial Planner at Metis Wealth Management & Planning and Financial Planner and Relationship Manager at Metis Wealth Management & Planning. Jennifer Sokolowski, Cfp® holds Bachelor Of Science (B.S.), Business, Marketing from University Of Vermont.
Company email context
Email format at Metis Wealth Management & Planning
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*@target.com
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AeroLeads found 1 current-domain work email signal for Jennifer Sokolowski, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jennifer Sokolowski, Cfp®
Jennifer Sokolowski, Cfp® is a Owner and Financial Planner at Metis Wealth Management & Planning. She possess expertise in leadership, process scheduler, sound, human resources, store operations and 43 more skills.
Listed skills include Leadership, Process Scheduler, Sound, Human Resources, and 44 others.
Current workplace
Jennifer Sokolowski, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Metis Wealth Management & Planning
9 roles
Jennifer Sokolowski, Cfp® work experience
A career timeline built from the work history available for this profile.
Owner & Financial Planner
Financial Planner And Relationship Manager
Jan 2020 - Dec 2021
Investment Advisor
Nov 2017 - Dec 2019
Fc Operations Manager - Target.Com
- Planned and executed successful launch of first Target.com Fulfillment Center to open within a Regional Distribution Center.- Led team of 20-60 Team Members to ensure fast and quality fulfillment of every guest order. -Managed Team Member hours daily to drive budget performance for the entire operation.
Oct 2015 - Oct 2017
Property Management Business Partner
- Manage the interior and exterior brand as well as all assets of 23 Target Stores in Dallas/Fort Worth market.-Develop, train and retain a team of 23 Store Facilities Technicians to provide preventative and corrective maintenance to Target assets within their stores. -Build and maintain strong relationships with third party vendors to provide my stores with quick and quality service. -Work closely with District Team Leader and HQ to drive brand within stores and provide guests with the best experience possible.-Ensure every store in the district did not exceed annual facilities budget without sacrificing brand and guest experience.
Apr 2014 - Oct 2015
Executive Team Leader - Food
- Directly managed a team of 7 Team Leaders and 30 Team Members.- Drive profitable sales.- Managed inventory and payroll costs.- Successfully built a strong team through selective hiring.- Developed my team through training, promotions and effectively managed talent.- Participate in the management of the entire store including Logistics, Asset Protection, Guest Experience and Human Resources.
Jun 2012 - Apr 2014
Department Manager & Store Evening Manager
- Drive Bakery sales through great customer service and maintaining a full presentation.- Managed inventory and payroll costs.- Assisted with the operations of the entire store when the Store Director was not present.- Bakery trainer for all 17 stores in Vermont.
May 2011 - Jun 2012
Marketing Intern
- Assisted in Marketing activities of University of Vermont Summer University.- Established databases of Marketing information.- Drafted press releases for local Marketing events.- Called local businesses and pitched the many benefits of sponsorship of UVM Summer U.
Aug 2009 - Dec 2009
2 education records
Jennifer Sokolowski, Cfp® education
Bachelor Of Science (B.S.), Business, Marketing
Studying For Certified Financial Planner™ Designation
FAQ
Frequently asked questions about Jennifer Sokolowski, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jennifer Sokolowski, Cfp® work for?
Jennifer Sokolowski, Cfp® works for Metis Wealth Management & Planning.
What is Jennifer Sokolowski, Cfp®'s role at Metis Wealth Management & Planning?
Jennifer Sokolowski, Cfp® is listed as Owner and Financial Planner at Metis Wealth Management & Planning.
What is Jennifer Sokolowski, Cfp®'s email address?
AeroLeads has found 1 work email signal at @target.com for Jennifer Sokolowski, Cfp® at Metis Wealth Management & Planning.
Where is Jennifer Sokolowski, Cfp® based?
Jennifer Sokolowski, Cfp® is based in Bluffton, South Carolina, United States while working with Metis Wealth Management & Planning.
What companies has Jennifer Sokolowski, Cfp® worked for?
Jennifer Sokolowski, Cfp® has worked for Metis Wealth Management & Planning, Westview Investment Advisors, Target, Shaw'S Supermarkets, and New Breed Marketing.
Who are Jennifer Sokolowski, Cfp®'s colleagues at Metis Wealth Management & Planning?
Jennifer Sokolowski, Cfp®'s colleagues at Metis Wealth Management & Planning include Robert Sokolowski, Cfp®.
How can I contact Jennifer Sokolowski, Cfp®?
You can use AeroLeads to view verified contact signals for Jennifer Sokolowski, Cfp® at Metis Wealth Management & Planning, including work email, phone, and LinkedIn data when available.
What schools did Jennifer Sokolowski, Cfp® attend?
Jennifer Sokolowski, Cfp® holds Bachelor Of Science (B.S.), Business, Marketing from University Of Vermont.
What skills is Jennifer Sokolowski, Cfp® known for?
Jennifer Sokolowski, Cfp® is listed with skills including Leadership, Process Scheduler, Sound, Human Resources, Store Operations, Retail, Training And Development, and Vendors.
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