Giving You the Tools You Need
A. Seth Borders, CFP®, CPWA® Senior Financial Advisor
CUSO Financial Services, L.P.*
Seth works one-on-one with Citadel members and the local community to design and implement a customized financial plan tailored to try to meet their specific goals.
Focused on Your Short-Term and Long-Term Goals
“As a CFP® and CPWA® professional I have a fiduciary responsibility to my clients. My objective is to provide you with the necessary knowledge, guidance, and service to help you manage your wealth in a manner consistent with achieving both your short and long-term goals.
After discussing your individual situation and uncovering your specific needs, we will design and try to implement a financial plan that is the best fit for you. I believe that a consistent, disciplined approach to financial planning is the key to long-term success.”
Seth joined Citadel in 2013 and has 10 years of financial planning experience. Seth grew up in Honey Brook, Pennsylvania and graduated from Twin Valley High School. He is a graduate of Clemson University, where he earned a Bachelor of Science degree in Accounting.
Seth is certified by the CFP Board as a CERTIFIED FINANCIAL PLANNER®. This certification recognizes expertise of those who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, and diligence when dealing with clients.
Seth is also a Certified Private Wealth Advisor® professional. This advanced certification is designed to educate financial planners on serving the needs of high net worth clients. As a CPWA® professional, Seth specializes in estate planning, risk management, tax planning, portfolio construction, and charitable giving. The CPWA® certification is offered through The Investments and Wealth Institute®. Seth completed the University of Chicago Booth School of Business Executive Education program as part of the certification process.
There are less than 1,000 financial planners in the country that hold both CFP® and CPWA® certifications.
Awards & Recognition
- 2017 Bank Stars on the Rise by Bank Investment Consultant Magazine
- Philadelphia Magazine’s Five Star Award Winner 2018, 2019, and 2020***
- CERTIFIED FINANCIAL PLANNER™**
- Certified Private Wealth Advisor®
- Series 7 General Securities Representative
- Series 66 Investment Advisor Representative
- Life/Accident and Health Insurance Licensed in AZ, ME, PA, SC, and TX
- Securities Licensed in AZ, CA, DE, FL, GA, MD, ME, NJ, NY, NC, OH, OR, PA, SC, TX, and VA
Check the background of this financial professional on FINRA’s Broker Check.
Schedule your complimentary consultation today!
Seth works one-on-one with Citadel members and the local community to design and implement a customized financial plan tailored to try to meet their specific goals. His objective is to provide members with the necessary knowledge, guidance, and service to help manage their wealth in a manner consistent with achieving both short and long-term goals.
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*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. ("CFS"), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of Citadel, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Citadel has contracted with CFS to make non-deposit investment products and services available to Citadel members.
**Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
***The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Visit www.fivestarprofessional.com for information on research/selection methodology.