Raymond Schutzman, CFP®
Principal / Financial Advisor
Raymond Schutzman is a CERTIFIED FINANCIAL PLANNER™ with Allegheny Financial Group where he offers professional, comprehensive financial planning services to individuals and small businesses. In 2007, he became a principal of Allegheny Financial Group, Ltd. and Allegheny Investments, Ltd., where he currently serves on the Board of Directors.
Over the past nineteen years, Mr. Schutzman has worked with individuals, businesses, and non-profit institutions in developing and implementing investment programs. He has worked with each client to establish investment objectives and asset allocation, select professional investment managers and monitor the investment program.
Education
- Bachelor of Science degree in Business Administration, La Salle University, Philadelphia, Pennsylvania
- Master of Business Administration, The Ohio University, Athens, Ohio
Professional Credentials
- CFP® Practitioner, Certified Financial Planner Board of Standards
- Series 6, 7, 63, & 65 FINRA license
- Series 26 Principal's license
Professional Activities
- Member, the Financial Planning Association Pittsburgh Chapter
- Member, the Social Investment Forum
- Member, the Co-op America Business Network
