Patricia Sperduto (AIF®, BBA, CFP®, MBA)

Patricia Sperduto focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Charitable Giving
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

We are committed to creating and maintaining an investment and planning framework to fit your unique situation.

Additional Information

Pat Sperduto has more than 25 years of experience in the financial industry, including twelve years as president of her own financial services company. Pat holds a Masters of Business Administration from Drexel University, and a Bachelor of Business Administration from Temple University. She received her CFP certification in 1996 from the College of Financial Planning and holds series 7 and 63 NASD licenses. She also recently earned the Accredited Investment Fiduciary (AIF) designation from Fiduciary360. There she has received formal training in investment fiduciary responsibility.

NAPFA Start Date

July 03, 2003

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This Office

5 Greentree Ctr 525 Route 73 North, Suite 312 Marlton, NJ 08053-3432 Phone: (856) 985-8400 Fax: (856) 985-8151