Patrick Stoa, Cfp®

Patrick Stoa, Cfp® Email and Phone Number

Vice President, Macco Financial Group, Inc. @ Macco Financial Group, Inc.
Patrick Stoa, Cfp®'s Location
Green Bay, Wisconsin Metropolitan Area, United States, United States
Patrick Stoa, Cfp®'s Contact Details

Patrick Stoa, Cfp® personal email

n/a

Patrick Stoa, Cfp® phone numbers

About Patrick Stoa, Cfp®

I can be reached at 920-617-6830 (office), 920-461-8895 (cell) or patrick@maccofinancial.comFor a more complete bio, please visit https://www.maccofinancial.com/patrickAfter over 11 years as a client, I joined Macco Financial Group. There has never been a greater honor than serving people, guiding them towards and helping them achieve their goals, while also standing with them and serving through their struggles.We help clients to accumulate wealth, manage it properly, and pass it on efficiently. Key opportunities to assist a client are normally found within one of 5 interrelated key areas:1. Goal Planning2. Comprehensive Investment Management3. Risk Management4. Cash Flow and Debt Management5. Estate PlanningSecurities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc. Macco Financial Group is not a registered broker/dealer, and is independent of Raymond James Financial Services. For important disclosure information, please see "Social Media Disclosure"​ link in the "Contact Info" section.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Patrick Stoa, Cfp®'s Current Company Details
Macco Financial Group, Inc.

Macco Financial Group, Inc.

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Vice President, Macco Financial Group, Inc.
Patrick Stoa, Cfp® Work Experience Details
  • Macco Financial Group, Inc.
    Vice President And Financial Advisor
    Macco Financial Group, Inc. Jun 2016 - Present
    Green Bay, Wi, Us
    We work with clients to help them accumulate wealth, manage it properly, and pass it on efficiently.
    View
  • Macco Financial Group, Inc.
    Financial Advisor
    Macco Financial Group, Inc. Jul 2015 - Present
    Green Bay, Wi, Us
    We work with clients to help them accumulate wealth, manage it properly, and pass it on efficiently.
    View
  • Ws Packaging
    Senior Account Executive
    Ws Packaging Aug 1997 - Jun 2015
    N/A, Us
    I worked with clients on multiple issues in regards to their packaging, from decoration to performance issues. The products we deal with are labels of all types, including primary and industrial pressure sensitive, shrink sleeves, roll to roll, promotional and coupons, games, direct mail, and specialty labels. Also, folded cartons, automatic labelling equipment, and RFID.
    View
  • Ups
    Senior Account Executive
    Ups Jan 1992 - Jul 1997
    Atlanta, Ga, Us
    Business to Business transportation sales.
    View

Patrick Stoa, Cfp® Skills

Listening Empathy Wealth Accumulation Wealth Management Tax Deferral Retirement Planning Estate Planning Risk Management Retirement Income Strategies Asset Allocation Financial Planning Trusts Portfolio Construction Diversification Social Security Insurance Investment Advice Getting Things Done Goal Discussions Innovative Problem Solving Leadership Complex Project Management Packaging Labels Direct Mail B2b Flexo Account Management Trade Shows Offset Printing Product Development Direct Sales Process Improvement Marketing Strategy Retail Packaging Direct Marketing Shrink Sleeves Lean Manufacturing Sales Business Process Key Account Management Digital Printing Variable Data Printing Compliance Labels Productivity Improvement Cost Reduction 401k Education And Options

Patrick Stoa, Cfp® Education Details

  • Wisconsin School Of Business
    Wisconsin School Of Business
    Marketing
  • Milton High School
    Milton High School

Frequently Asked Questions about Patrick Stoa, Cfp®

What company does Patrick Stoa, Cfp® work for?

Patrick Stoa, Cfp® works for Macco Financial Group, Inc.

What is Patrick Stoa, Cfp®'s role at the current company?

Patrick Stoa, Cfp®'s current role is Vice President, Macco Financial Group, Inc..

What is Patrick Stoa, Cfp®'s email address?

Patrick Stoa, Cfp®'s email address is ps****@****ing.com

What is Patrick Stoa, Cfp®'s direct phone number?

Patrick Stoa, Cfp®'s direct phone number is +192046*****

What schools did Patrick Stoa, Cfp® attend?

Patrick Stoa, Cfp® attended Wisconsin School Of Business, Milton High School.

What are some of Patrick Stoa, Cfp®'s interests?

Patrick Stoa, Cfp® has interest in Children, Economic Empowerment, Education, Reading, Hiking, I Enjoy My Kids, The Outdoors, Watching All Their Activities, Mountain Biking, Health.

What skills is Patrick Stoa, Cfp® known for?

Patrick Stoa, Cfp® has skills like Listening, Empathy, Wealth Accumulation, Wealth Management, Tax Deferral, Retirement Planning, Estate Planning, Risk Management, Retirement Income Strategies, Asset Allocation, Financial Planning, Trusts.

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