135 Technology Drive,
WASHINGTON, PA, AUG. 23, 2016 –Jacob W Cuthbert, a Financial Advisor with Waddell & Reed, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements.
The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.
“This accomplishment is significant for me as well as for each of my clients,” said Cuthbert. “The financial planning process is a very personalized, long-term endeavor that demands an acute understanding of an increasingly complex investment landscape.”
“Professional designations serve an essential, two-fold purpose: they signal a strong commitment to an advisor’s career while representing achievement within the financial community. One of our highest priorities at Waddell & Reed is fostering a culture of respect for the industry and respect for our clients and their financial aspirations,” said Jeff Mendola. “We have expectations, as do our clients, for our advisors to provide superior and comprehensive services at the highest level.”
Cuthbert, 34, has been a professional in the financial services industry for 11 years, and works with clients throughout the Mon Valley and South Hills communities on their long-term investment goals. He joined Waddell & Reed in 2009. Cuthbert earned a bachelor’s degree from Grove City College.
About Waddell & Reed
Founded in 1937, Waddell & Reed today has grown to more than 160 registered offices nationwide. The company offers a wide array of investment products and services, as well as a variety of insurance products through arrangements with outside insurance companies. For more information about Waddell & Reed, or about financial services in general, contact Jacob W Cuthbert at 724 749 5889.
About CFP Board
CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 70,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18