Billy Patriarca is a Financial Advisor at Charter Financial Group and a CERTIFIED FINANCIAL
PLANNER® professional. Billy focuses on in-depth, holistic financial planning with specialization in tax mitigation strategies. Billy has been in the financial services industry since 2004 with most of that time focused on high-net-worth families, individuals, and small business owners.
Billy earned his degree in Economics from The University of Maryland, College Park in 2002. He holds his series 7 and 66 registrations through LPL Financial, and he is licensed for life and health insurance. Billy is also a member of the local Anne Arundel Estate Planning Council.
Billy lives in Edgewater, MD with his wife and two kids. He stays active in the community by participating in school activities, coaching sports, and volunteering.