Patti Konkol

Patti Konkol

In by aly.hebdon@lplfinancial.com

Patti Konkol

Compliance Manager


Patti Konkol

Compliance Manager


About Patti Konkol

Patti joined our firm in 2019 and brought 24 years of experience in the financial services industry. Her role at Summit Wealth Management Group is responsible for following and implementing FINRA and SEC rules and regulations with an emphasis on Compliance. Patti holds her FINRA Series 7, 9, 10, 24 and 53 through LPL Financial, and her Series 63 and 65 through LPL Financial and Summit Wealth Management Group, Inc.

Patti is a native of California, born and raised in the Los Angeles area, and resides in Newbury Park. Patti was a Communications Major at the University of Southern California. Patti and her husband love to travel and spend much of their free time in LaQuinta with their toy Australian Shepherd, Kava. Annually, Patti volunteers at Project Angel Food packing meals for those battling critical illnesses.

One of Patti’s favorite quotes is “One of the deep secrets in life is that all that is really worth doing is what we do for others” – Lewis Carroll.

Let's Talk!

As a prospective client, we invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and your aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursue your financial goals.
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