Raymond Schutzman, CFP

Raymond Schutzman is a partner of Allegheny Financial Group. As a CERTIFIED FINANCIAL PLANNER™ practitioner, he offers professional, comprehensive financial planning services and investment programs to individuals, businesses, organizations and non-profit institutions.

Education & Professional Credentials

  • 01

    Ohio University, Athens, OH | Master of Business Administration
  • 02

    La Salle University, Philadelphia, PA | Bachelor of Science in Business Administration
  • 03

    CFP® Practitioner, Certified Financial Planner Board of Standards
  • 04

    Series 6, 7, 63 and 65 licenses
  • 05

    Series 26 Principal’s license

Professional Experience

  • 01

    Over 30 years of experience developing and implementing financial plans and investment programs
  • 02

    Became a partner of Allegheny Financial Group and Allegheny Investments in 2007
  • 03

    Currently serves on the Allegheny Financial Group Board of Directors

SKB Group

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.

SKB Group
SKB Group Advisors — From left to right: Ralph Boyd, Jr., CFP®; Steve Kutlenios, CFP®, CFA, CCFS®; Eric Matsko, CFP®; Raymond Schutzman, CFP®; Trina Brown, CFP®. Not shown: Valerie E. Swan, CFP®
SKB Group Staff
SKB Group Staff