Carmen M. Petote, CFP®
Financial Advisor
Carmen M. Petote, CERTIFIED FINANCIAL PLANNER™, is a principal of Allegiance Financial Advisors, Inc., which specializes in fee-based financial planning and investment management. He has taught the CERTIFIED FINANCIAL PLANNER™ Program at Robert Morris College and Duquesne University, has been a past President and Board Member of the Financial Planning Association, has conducted educational workshops for Financial and Retirement Planning at local corporations such as Westinghouse and United States Steel, and has been retained as a retirement consultant for local corporate employees at AT&T, American Express and Bell Atlantic.
Mr. Petote lives in Plum Boro with his wife and two children.
Experience
President and Owner of Allegiance Financial Advisors, Inc.
Financial Advisor since 1984
Member, Financial Planning Association
Former Adjunct Faculty Member of Robert Morris College and Duquesne University
Former Adjunct Faculty member of the National Endowment for Financial Education
Former Co-Host of the Weekly Radio Talk Show "Your Money Matters"
Professional Credentials
General Securities License
Securities Sales License
CFP® Practitioner, Certified Financial Planner Board of Standards