Patrick Lopker
First Vice President - Investments - Senior Fundamental Choice Portfolio Manager at Wells Fargo Advisors | Los Angeles Metropolitan Area
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Patrick Lopker serves as a First Vice President - Investments and Senior Fundamental Choice Portfolio Manager at Wells Fargo Advisors, where he leverages his extensive expertise to guide a select clientele of individuals, families, business owners, and institutions in navigating the complexities of wealth management. With a focus on the four cornerstones of wealth—Investments, Liability Management, Risk Management, and Trust—Pat employs a comprehensive approach that addresses the unique financial landscapes of his clients. His role involves developing tailored financial and investment strategies that align with each client's specific needs, goals, and risk tolerance.
Pat's disciplined methodology in long-term investing is complemented by the robust resources of Wells Fargo Advisors, allowing him to integrate sophisticated investment strategies with effective risk management techniques. He is particularly adept at wealth accumulation strategies and retirement planning, ensuring that his clients are well-prepared for their financial futures. His leadership skills extend beyond individual client relationships, as he actively contributes to strategic planning initiatives and retirement plan consulting for nonprofits, enhancing the financial well-being of various organizations.
Key projects under Pat’s management often involve comprehensive portfolio assessments and the implementation of innovative asset protection strategies, including insurance solutions tailored to mitigate risk. By maintaining a keen focus on strategic leadership and client education, Patrick not only helps clients build and protect their wealth but also empowers them to make informed financial decisions that will benefit future generations. His commitment to excellence and client-centric approach positions him as a trusted advisor in the wealth management industry.
First Vice President - Investments - Senior Fundamental Choice Portfolio Manager at Wells Fargo Advisors in July 2010 to Present
Owner at Lilly & Lopker, LLC in January 2002 to January 2010
Senior Vice President & CFO at BizBuyer in January 2000 to January 2001
Exec VP and CFO Disney/ABC Cable Networks Group at The Walt Disney Company in January 1999 to January 2000
Senior VP Finance & Administration, Disney Channel at The Walt Disney Company in January 1986 to January 1999
General Manager of TMCT of Orange County (Cable System) at The Times Mirror Company in July 1979 to August 1986
Senior Auditor at PwC in January 1977 to January 1979
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Investments
Strategic Planning
Retirement Planning
Retirement Plan Consulting
Wealth Accumulation Strategies
Leadership
Risk Management
Strategic Leadership
Nonprofits
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Discover more about Wells Fargo AdvisorsWhat is Patrick Lopker email address?
Email Patrick Lopker at [email protected] and [email protected]. This email is the most updated Patrick Lopker email found in 2026.
What is Patrick Lopker phone number?
Patrick Lopker phone number is +18053775944 and +18053776344.
How to contact Patrick Lopker?
To contact Patrick Lopker send an email to [email protected] or [email protected]. If you want to call Patrick Lopker try calling on +18053775944 and +18053776344.
What is Patrick Lopker net worth?
Patrick Lopker has an estimated net worth of $750,000 to $999,999
What company does Patrick Lopker work for?
Patrick Lopker works for Wells Fargo Advisors
What is Patrick Lopker's role at Wells Fargo Advisors?
Patrick Lopker is First Vice President - Investments - Senior Fundamental Choice Portfolio Manager
What industry does Patrick Lopker work in?
Patrick Lopker works in the Financial Services industry.
Patrick Lopker Email Addresses
Patrick Lopker Phone Numbers
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