Jacob W. Cuthbert, CFP®

Jacob W. Cuthbert, CFP®

President

Raised in a family deeply rooted in entrepreneurship, Jake imbibed the values of fiscal prudence and resource management from a young age. These foundational principles have become the bedrock of his approach as a financial advisor, guiding him to empower clients to steward their financial resources effectively.

Jake's journey in finance began with a B.S. in Finance from Grove City College in 2004. Since then, he's been on a mission to assist individuals and small businesses in navigating the complexities of financial planning. With almost two decades of experience in the field, he's honed my skills in retirement income strategies, tax planning strategies, and facilitating wealth transfer and succession planning.

As a Certified Financial Planner™ (CFP®) professional since 2016, Jake is committed to delivering personalized solutions tailored to each client's unique circumstances. Whether it's retirement red-zone individuals seeking to fortify their retirement funds or families aiming to navigate their financial future, Jake will leverage the six key areas of financial planning to craft comprehensive strategies that align with their aspirations.

In his role as an LPL Financial Advisor, the objective is clear: to translate clients' financial goals into tangible realities. Through meticulous attention to detail and a deep understanding of cash flow management, investments, retirement planning, college savings, risk management, and estate planning, Jake strives to provide holistic financial guidance that stands the test of time.

Beyond client engagements, Jake is actively involved in shaping the financial planning landscape. Serving as the board president of the Financial Planning Association of Pittsburgh, he is dedicated to fostering collaboration and excellence within the industry. Additionally, Jake contributes to the education of future financial planners as a part-time instructor for the Duquesne University Certificate in Financial Planning program.

In every interaction, Jake endeavors to uphold the highest standards of integrity, professionalism, and client-centricity. His passion lies in empowering individuals and businesses to embark on a journey of financial confidence, one tailored strategy at a time. Let's embark on this journey together and work toward transforming your financial aspirations into a reality.

 

This information is not intended to be a substitute for individualized legal advice. Please consult your legal advisor regarding your specific situation.