Steve Kutlenios, CFP®, CFA, CCPS
Financial Advisor
Steve Kutlenios is a Vice President of Allegheny Financial Group, Ltd., a Registered Investment Advisory firm providing comprehensive financial planning services to individuals and businesses.
Since 1981, Steve has worked with many individuals and small businesses to develop financial plans. As a CFP® licensee, he employs a comprehensive approach to planning. This type of planning integrates planning for investments, insurance, employee benefits, retirement plans, and estate planning to meet the client's specific financial goals.
The CFA program required Steve to master the areas of investment analysis and portfolio management. The seven areas of concentration include: ethical and professional standards, financial accounting, quantitative analysis, economics, fixed-income analysis, equity security analysis, and portfolio management.
As a Certified College Planning Specialist, Steve is able to assist families to prepare for the high cost of sending their children to college. The goal of planning is to lower the expected family contribution and increase aid from the college or university.
Professional Credentials
- CFP® practitioner, Certified Financial Planner Board of Standards
- Chartered Financial Analyst
- Certified College Planning Specialist
Memberships, Training, & Recognitions
- Member, Financial Planning Association of Pittsburgh
- Member, Pittsburgh Society of Financial Analysts
- Member, Institute of CERTIFIED FINANCIAL PLANNERS™
- Member, Chartered Financial Analyst Institute
- Graduate, Pennsylvania State University
- Listed in Who's Who in Finance & Industry
Related Experience
- Has extensive experience in seminars and workshops to educate individuals about financial planning issues
- Has conducted workshops at Nova Chemicals, Inc., Bayer Corporations, PPG Industries, Westinghouse EMD, Allegheny Intermediate Unit, Intermediate Unit #1, & Midwestern Intermediate Unit
- A frequent speaker for Pennsylvania Association of School Retirees meetings.