Tricia J. Salvatore Ludgate
Tricia J. Salvatore Ludgate, financial advisor joined the team at Financial Planning Advisors in 1991 and currently specializes in investment management, retirement planning, college planning, individual tax planning and issues affecting retirees. Tricia holds her FINRA Securities Series 7, 63 with LPL Financial, & 66 licenses and is an Investment Adviser Representative with Financial Planning Advisors. She is also licensed in the areas of annuities, life, health, disability and long-term care insurance with the Pennsylvania Insurance Department.
A native of Berks County, Tricia is a graduate of Reading High School and earned her Bachelor of Science degree from Kutztown University in Business Administration and Management. Tricia continued her involvement with Kutztown University as a volunteer working as a team leader on their Business & Industry campaign in conjunction with the annual Decisions Makers Forum.
For more than 25 years, Tricia has been a dedicated volunteer at Co-County Wellness Service, where she currently serves as President of the Board of Directors. She is a member of the women's giving circle Power of the Purse, where she serves as the steering committee secretary. She is also on the leadership committee and advisory council of Berks Teens Matter, a teen pregnancy prevention initiative.
Tricia has written articles related to finance and tax for the Berks County Women's Journal and has been quoted in the Reading Eagle and Lehigh Valley Business multiple times. She is a member of the Berks County Estate Planning Council, the Berks Elder Network and National Association of Tax Professionals*.
When not at work, Tricia spends time with her two children, extended family and dog, Rudy. At home Tricia enjoys gardening, working on home improvement projects and walking. She is an avid reader, hikes, practices yoga and meditation and whenever possible, loves to travel and explore new destinations.
*Tax services are not provided by LPL Financial or its advisors.