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Citadel’s Ruthanne Monteleone Designated as CERTIFIED FINANCIAL PLANNER™ Professional
January 09, 2017
EXTON, PA - Citadel announced today that CUSO Financial Services (“CFS”)* registered representative Ruthanne Monteleone was recently 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.
Ruthanne joined Citadel in 2013, when she began her career as a Registered Representative, passing the Series 65 exam in 2014. She is a graduate of West Chester University, achieving a Bachelor of Arts Degree. Ruthanne currently covers Citadel’s Eagle, Chester Springs, Phoenixville, Limerick and Paoli offices.
“We’re very proud Ruthanne has accomplished the designation of CERTIFIED FINANCIAL PLANNER™ professional,” said Jim McCrudden, Vice President, Investment Services at Citadel. “She’s had great success in her career as a financial advisor and is extremely dedicated to her clients. I look forward to seeing her excel as a CFP® professional.”
As a financial advisor, Ruthanne focuses on evaluating and implementing a personalized financial plan for her individual client needs. Her goal is to work directly with Citadel customers through CFS to educate and guide them through all aspects of financial planning.
The team at Citadel has provided investment and insurance services to the organization’s member base for 25 years. Available offerings include retirement planning, wealth management, estate planning, business services, college savings, 401(k) and 457 rollovers, insurance, and more.
In addition to financial planning and investment services, Citadel also provides personal, home and auto loans, certificates, credit and debit cards, rewards checking accounts, and online banking services. For additional information, please visit CitadelBanking.com.
*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.