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.*