Patricia Angelozzi

Patricia "Patty" Angelozzi


Patricia "Patty" Angelozzi has more than 20 years in the financial services industry and is able to accommodate all of her clients' financial needs. Patty has just about done it all: Retirement Plan Design, Implementation and Administration, Client Service Associate with an independent insurance firm; Risk Analysis; and Holistic Wealth Management. Patty takes a unique, holistic approach to financial planning that promotes a deep and ongoing relationship with her clients. This relationship allows her to cultivate an environment where she and her clients are able to create and maintain a realistic road map for their financial future.

Patty lives in West Norriton, Pennsylvania, with her husband, Perry, who runs his own DJ and Events company.