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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, United States 5 work roles 1 school
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Role
President at Educo Advisor Group
Location
Greater Pittsburgh Region, United States, 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, 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

A career timeline built from the work history available for this profile.

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.
  • 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.
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.

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, 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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