Steve Kutlenios is a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Analyst® and Certified College Funding Specialist™, who has been with Allegheny Financial Group since 1989, where he offers professional, comprehensive financial planning services to individual and small businesses. In 2013, he became a partner of Allegheny Financial Group, Ltd. and Allegheny Investments, Ltd., where he currently serves on the Board of Directors.
Education & Professional Credentials
Pennsylvania State University Graduate
CFP® Practitioner, Certified Financial Planner Board of Standards
Chartered Financial Analyst®, CFA Institute
Certified College Funding Specialist™, Association of Certified College Funding Specialists
Member, Pittsburgh Society of Financial Analysts
Member, Institute of Certified Financial Planners
Member, CFA Institute
Member, Association of Certified College Funding Specialists
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.