Raymond Schutzman is a CERTIFIED FINANCIAL PLANNER™ practitioner with Allegheny Financial Group where he offers professional, comprehensive financial planning services to individuals and small businesses.
01Ohio University, Athens, OH | Master of Business Administration
02La Salle University, Philadelphia, PA | Bachelor of Science in Business Administration
03CFP® Practitioner, Certified Financial Planner Board of Standards
04Series 6, 7, 63 and 65 licenses
05Series 26 Principal’s license
01Over 30 years of experience developing and implementing financial plans and investment programs
02Became a partner of Allegheny Financial Group and Allegheny Investments in 2007
03Currently serves on the Allegheny Financial Group Board of Directors
Our practice provides comprehensive financial planning and investment management to individuals, businesses, non-profit organizations and retirement plans. We pay close attention to each client’s unique circumstances and objectives. This focus is essential to providing advice and counsel for the successful implantation of a client’s financial plan. We believe in a strategic approach involving professional management of assets, proven methods of asset allocation and a thorough planning process.