Courtney Collins, CFP®
Courtney Collins is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group where she offers professional, comprehensive financial planning services to individuals and small businesses.
Professional Experience
01
Joined Allegheny Financial Group in 2019.02
Promoted on Financial Planning Analyst in 2020 and Associate Financial Advisor in 2022.
Articles
Education & Professional Credentials
01
Franklin & Marshall College | Bachelor of Arts in Business Management with a minor in Finance02
Duquesne University | Executive Certificate in Financial Planning03
CFP® Practitioner, Certified Financial Planner Board of Standards04
Series 7 and 66 Licenses
Community Involvement
01
Serves as a middle school math tutor and mentor at Anchorpoint Counseling.
BHKM Group
Our practice provides comprehensive financial planning and investment management to households, small businesses, and pension plans. Sensitive to each client’s unique circumstances and objectives, we focus on achieving those objectives. We believe a deep understanding of each client is essential to providing the advice over the long term that makes achievement of those objectives both possible and likely.
We believe in comprehensive financial planning based on sound economics as a methodology for creating and preserving wealth. This is a continuous process that is comprised of meeting with clients, reviewing the various financial aspects of their lives, and implementing ideas where appropriate. We believe in capitalism as a foundation for investment management. Our number one priority is delivering exceptional service so our clients view us as a trusted advisor for their wide range of needs.
