Broker Check

Pottstown Office

758 East High Street

Pottstown, PA 19464
Patricia Miller Picardi, CLU®, ChFC®, RICP®

Patricia Miller Picardi, CLU®, ChFC®, RICP®

Managing Partner

Credentials and Qualifications

Chartered Financial Consultant (ChFC) from American College

Certified Life Underwriter (CLU) from American College

Retirement Income Certified Professional (RICP) from American College

BBA in Finance, Minor in Economics (cum laude) from James Madison University

Named 5-Star Wealth Manager by Philadelphia Magazine (2010-2017).  *

Member of Women in Financial Services (WIFS)

Board Member and Past President and Secretary/Treasurer of NAIFA, Tri-County

Member and Membership Chair of Pennsylvania and National Associations of Insurance and Financial Advisors

Served on Guardian's Women's Advisory Board

Former Board Member and Secretary of the Foundation for Pottstown Education

Member of Tri County Chamber of Commerce

Member of the Million Dollar Roundtable

Holds Life, Accident, and Health License in numerous states

Series 6, Series 7, Series 26, Series 63 and 65

Interests

Active Elder and Clerk of Session of the Presbyterian Church of Pottstown, PA

Serves on Endowment of First Presbyterian Church, Pottstown,PA

Member of USTA and Greater Pottstown Tennis Association

Enjoys spending time with husband, Kenn, and sons, Devin and Alec. Also enjoys hiking with their golden retriever, Chase, competitive tennis, golf, skiing, yoga, biking, entertaining, gardening, annual college homecoming reunions and mission work camps.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0I61270.  Five Star Wealth Management award is not issued or endorsed by Guardian or its subsidiaries.*