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Jacob Cuthbert, Cfp®, Bfa, Cpfa Email & Phone Number

President at Educo Advisor Group at College for Financial Planning
Location: Greater Pittsburgh Region, United States 5 work roles 1 school
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Role
President at Educo Advisor Group
Location
Greater Pittsburgh Region, United States

Who is Jacob Cuthbert, Cfp®, Bfa, Cpfa? Overview

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Quick answer

Jacob Cuthbert, Cfp®, Bfa, Cpfa is listed as President at Educo Advisor Group at College for Financial Planning, based in Greater Pittsburgh Region, United States. AeroLeads shows a matched LinkedIn profile for Jacob Cuthbert, Cfp®, Bfa, Cpfa.

Jacob Cuthbert, Cfp®, Bfa, Cpfa previously worked as President at Educo Advisor Group and Instructor - Professional Programs at College For Financial Planning. Jacob Cuthbert, Cfp®, Bfa, Cpfa holds Bs, Finance from Grove City College.

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Email format at College for Financial Planning

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College for Financial Planning

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Profile bio

About Jacob Cuthbert, Cfp®, Bfa, Cpfa

We are passionate about helping our clients gain confidence in reaching their financial goals through clear, concise communications and industry leading technology. This allows for balancing fact-based decision making with real-life situations and taking a hard look at the emotions that can often cloud judgement and put goals and dreams at risk.

Current workplace

Jacob Cuthbert, Cfp®, Bfa, Cpfa's current company

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College for Financial Planning
College For Financial Planning
President at Educo Advisor Group
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5 roles

Jacob Cuthbert, Cfp®, Bfa, Cpfa work experience

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President

Current
Educo Advisor Group

We are passionate about helping our clients gain confidence in reaching their financial goals through clear, concise communications and industry leading technology. This allows for balancing fact-based decision making with real-life situations and taking a hard look at the emotions that can often cloud judgement and put goals and dreams at risk. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.•Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Feb 2020 - Present

Instructor - Professional Programs

Current

Centennial, Colorado, Us

Instructor for the Duquesne University Certificate in Financial Planning

Sep 2022 - Present

Financial Advisor

Shawnee Mission, Ks, Us

My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years.Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA (www.finra.org) and SIPC (www.sipc.org) and a Federally Registered Investment Advisor. Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.This site is published for residents of the United States only. Advisors of Waddell & Reed, Inc. may only transact business in states where they are registered. Therefore, a response to a request for information may be delayed.Waddell & Reed and its affiliates are not affiliated with and do not endorse any third party organization/company listed on this website, nor does Waddell & Reed have any direct or indirect responsibility with respect to any products and services provided by unaffiliated organizations/companies.For additional information, please contact the advisor(s) listed on the site or the Waddell & Reed Compliance Department at 800-532-2762. Please visit https://www.waddell.com/disclosures-privacy/terms-and-conditions#Social for additional information on Waddell & Reed’s social media policies.

Apr 2009 - Jul 2021

District Leader

Duluth, Georgia, Us

Sep 2004 - Apr 2009

General Manager

Cal Cuthbert Pools
Mar 1998 - Apr 2009
1 education record

Jacob Cuthbert, Cfp®, Bfa, Cpfa education

  • Grove City College
    Grove City College
    Finance
FAQ

Frequently asked questions about Jacob Cuthbert, Cfp®, Bfa, Cpfa

Quick answers generated from the profile data available on this page.

What company does Jacob Cuthbert, Cfp®, Bfa, Cpfa work for?

Jacob Cuthbert, Cfp®, Bfa, Cpfa works for College for Financial Planning.

What is Jacob Cuthbert, Cfp®, Bfa, Cpfa's role at College for Financial Planning?

Jacob Cuthbert, Cfp®, Bfa, Cpfa is listed as President at Educo Advisor Group at College for Financial Planning.

Where is Jacob Cuthbert, Cfp®, Bfa, Cpfa based?

Jacob Cuthbert, Cfp®, Bfa, Cpfa is based in Greater Pittsburgh Region, United States while working with College for Financial Planning.

What companies has Jacob Cuthbert, Cfp®, Bfa, Cpfa worked for?

Jacob Cuthbert, Cfp®, Bfa, Cpfa has worked for Educo Advisor Group, College For Financial Planning, Waddell & Reed, Primerica, and Cal Cuthbert Pools.

How can I contact Jacob Cuthbert, Cfp®, Bfa, Cpfa?

You can use AeroLeads to view verified contact signals for Jacob Cuthbert, Cfp®, Bfa, Cpfa at College for Financial Planning, including work email, phone, and LinkedIn data when available.

What schools did Jacob Cuthbert, Cfp®, Bfa, Cpfa attend?

Jacob Cuthbert, Cfp®, Bfa, Cpfa holds Bs, Finance from Grove City College.

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