Owner And Investment Manager
Current
Jan 2022 - Present
AeroLeads people directory · profile
Robert Sokolowski, Cfp® Email & Phone Number
Owner and Investment Manager
at
Metis Wealth Management & Planning
1 work email found
@target.com
1 phone found area 612
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Owner and Investment Manager
Location
Hilton Head Island, South Carolina, United States
Company size
Who is Robert Sokolowski, Cfp®? Overview
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Quick answer
Robert Sokolowski, Cfp® is listed as Owner and Investment Manager at Metis Wealth Management & Planning, a with 4 employees, based in Hilton Head Island, South Carolina, United States. AeroLeads shows a work email signal at target.com, phone signal with area code 612, and a matched LinkedIn profile for Robert Sokolowski, Cfp®.
Robert Sokolowski, Cfp® previously worked as Assistant Portfolio Manager / Financial Planner at Metis Wealth Management & Planning and Investment Advisor at Westview Investment Advisors. Robert Sokolowski, Cfp® holds Bachelor Of Arts (B.A.), Economics, Business Administration 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 Robert Sokolowski, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Robert Sokolowski, Cfp®
Successfully passed the CFP® exam in November 2018.
Listed skills include Leadership, Capital Budgeting, Powerpoint, Social Media, and 26 others.
Current workplace
Robert Sokolowski, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Metis Wealth Management & Planning
9 roles
Robert Sokolowski, Cfp® work experience
A career timeline built from the work history available for this profile.
Assistant Portfolio Manager / Financial Planner
Feb 2020 - Dec 2021
Investment Advisor
I have completed the education and examination requirements for the CERTIFIED FINANCIAL PLANNER™ designation. I have a passion for market analysis dating back to my time at the University of Vermont where I studied Economics and Finance. I look forward to using my management and operations experience to assist Westview in service of our clients.
Nov 2017 - Feb 2020
Production Controller
- Responsible for on time, accurate logistics in a 1.6 million square foot, 600 employee warehouse- Lead a team of 8 Operations Managers- Drove financial performance through accurate planning, review of historical trends, and lean management techniques- Coordinated operations across multiple departments- Focused on transparent communication across management levels
Apr 2016 - Oct 2017
Outbound Group Leader
- Lead a team of 60 to ensure timely and accurate shipping of daily orders- Coordinated operations across multiple shifts- Drove financial performance through training and on-boarding, accurate planning, and historical trend analysis
Dec 2014 - Apr 2016
Executive Team Leader- Sales Floor Operations
- Led multiple team leaders- Drove operational performance through active inventory management- Coordinated logistics operations
Feb 2014 - Dec 2014
Executive Team Leader- Food
-Directly managed a team of 6 department managers-Actively developed peers through mentoring and consistent feedback-Drove profitable sales through inventory and payroll management-Constructed & developed a strong team through selective hiring, talent management, and training-Successfully implemented all corporate initiatives-Led a legally compliant culture-Trained new in role Executive Team Leaders
Aug 2012 - Feb 2014
Intern
Otter Creek Awnings
-Analyzed divisional performance and cost trends with the President to drive profitable sales and control costs-Addressed customer needs both over the phone and in person-Assisted the President and Marketing Manager with the launch of the new company website-Trained new employees in the company's customer survey execution process
May 2011 - Sep 2011
Intern
-Researched foreign companies for the CEO to identify investment opportunities-Analyzed worldwide sovereign debt levels and historical energy price trends for the investment management team to predict future performance-Created a system for tracking and analyzing client bond portfolios-Tested and made recommendations for CRM software for the company
May 2011 - Sep 2011
4 education records
Robert Sokolowski, Cfp® education
Bachelor Of Arts (B.A.), Economics, Business Administration
Financial Planning Certificate Program, Certified Financial Planner™ Designation Coursework
Education record
Vergennes Union High School
Financial Planning Certificate Program, Financial Planning
FAQ
Frequently asked questions about Robert Sokolowski, Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert Sokolowski, Cfp® work for?
Robert Sokolowski, Cfp® works for Metis Wealth Management & Planning.
What is Robert Sokolowski, Cfp®'s role at Metis Wealth Management & Planning?
Robert Sokolowski, Cfp® is listed as Owner and Investment Manager at Metis Wealth Management & Planning.
What is Robert Sokolowski, Cfp®'s email address?
AeroLeads has found 1 work email signal at @target.com for Robert Sokolowski, Cfp® at Metis Wealth Management & Planning.
What is Robert Sokolowski, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 612 for Robert Sokolowski, Cfp® at Metis Wealth Management & Planning.
Where is Robert Sokolowski, Cfp® based?
Robert Sokolowski, Cfp® is based in Hilton Head Island, South Carolina, United States while working with Metis Wealth Management & Planning.
What companies has Robert Sokolowski, Cfp® worked for?
Robert Sokolowski, Cfp® has worked for Metis Wealth Management & Planning, Westview Investment Advisors, Target, and Otter Creek Awnings.
Who are Robert Sokolowski, Cfp®'s colleagues at Metis Wealth Management & Planning?
Robert Sokolowski, Cfp®'s colleagues at Metis Wealth Management & Planning include Jennifer Sokolowski, Cfp®.
How can I contact Robert Sokolowski, Cfp®?
You can use AeroLeads to view verified contact signals for Robert Sokolowski, Cfp® at Metis Wealth Management & Planning, including work email, phone, and LinkedIn data when available.
What schools did Robert Sokolowski, Cfp® attend?
Robert Sokolowski, Cfp® holds Bachelor Of Arts (B.A.), Economics, Business Administration from University Of Vermont.
What skills is Robert Sokolowski, Cfp® known for?
Robert Sokolowski, Cfp® is listed with skills including Leadership, Capital Budgeting, Powerpoint, Social Media, Public Speaking, Economics, Human Resources, and Corporate Finance.
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