Patrick Sabol

Lead Planner

Patrick is a Lead Planner at Facet and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 10 years of experience in the financial services industry. Prior to joining Facet, Patrick worked as a financial advisor at two separate boutique Registered Investment Advisor (RIA) firms. During this time he found his passion for holistic financial planning after seeing how impactful it was in the lives of his clients. He believes that every individual and family should have access to sound financial advice regardless of what stage in life they are and is dedicated to educating and helping clients in all aspects of their finances from budgeting to retirement planning.

Patrick is a Philadelphia native and currently lives in Charleston, South Carolina with his wife, Teresa. He enjoys hiking, golf, exploring new cities, and spending time with family and friends.

Education: Franciscan University of Steubenville (BS)

“If you are not willing to learn, no one can help you. If you are determined to learn, no one can stop you.” – Zig Ziglar

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Get to know Patrick

Teresa and I on our wedding day

Fishing at the pier in Avon, NC

At Kualoa Ranch on Oahu, Hawaii where they filmed Jurassic Park

Visiting friends in Ottawa, Canada

What's the last book you read?

Dune by Frank Herbert

What are you currently watching on Netflix?

New Girl for the hundredth time

What's the best meal you've ever had?

The cowboy ribeye at X2O in Yonkers, NY

If you could visit anywhere in the world you've never been, where would you go?

I would love to go to Japan

What will I learn on this call?

It’s hard for anyone to look at a website and say “yes, this is for me, please help me with my money”.  Finances are deeply personal, and talking to someone who can listen and determine what will help you the most is just one simple and confidential call away.  In 15 minutes or less you will have a better understanding of what’s available to you and if you are a good fit for Facet. 

If it’s clear we can help, and you want to learn more about working with Facet, then we will share what the service will cost based on the complexity of your finances.