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 CERTIFIED FINANCIAL PLANNER** professional, 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 review and try to implement an investment strategy that is the best fit for you. I believe that a consistent, disciplined approach to wealth management is the key to long-term success.”
Check the background of this financial professional on FINRA’s BrokerCheck.
Seth joined Citadel in 2013 and has been working with investments and retirement accounts since 2009. He is a graduate of Clemson University, where he earned a Bachelor of Science degree in accounting.
He is certified by the CFP Board as a CERTIFIED FINANCIAL PLANNER** professional. This certification identifies professionals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients.
Securities Licensed in the following states: Delaware, Maryland, New Jersey, New York, North Carolina, and Pennsylvania.
In February 2017, Seth was also recognized as a Rising Star Advisor by Bank Investment Consultant magazine.
Seth's regional coverage includes Citadel’s Parkesburg, Granite Run and Rohrerstown offices.
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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.