Pamela J. Laudadio, CLU®, ChFC®, RICP®

Pamela J. Laudadio, CLU®, ChFC®, RICP®

Financial Advisor

“My mission is to help my clients achieve and maintain their financial goals.  My client-advisor relationships are built on confidence and integrity. My principles require me to place the interests of my clients first.”

PROFILE

Pam is a seasoned financial advisor who has been helping clients achieve their financial goals for more than 30 years. Pam prides herself on providing individually tailored planning services. For her, “crunching the numbers” is not enough. Financial planning requires personal, emotional, and diverse considerations. Pam strives to provide her clients with a valuable and wholesome planning experience.

Outside of assisting her clients with financial planning, Pam serves as a Board Member to the Blue White Scholarship Foundation and enjoys spending time with her family at the beach.

SERVICES

  • Financial Planning
  • Asset Management Strategies
  • Retirement Planning
  • Risk Assessment & Insurance Analysis
  • Educational Funding
  • Legacy Planning & Gifting Strategies
  • Budgeting & Debt Management Strategies

REGISTRATIONS

  • FINRA Series 6, 7, 63 & 65 securities registrations
  • Life and Health Insurance License
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • Retirement Income Certified Professional (RICP®)

EDUCATION

  • Villanova University (BA, 1980)

969776-102019

Phone (484) 654-9779 Ext. 758
Fax (866) 569-4156
Mobile Phone (215) 872-3745