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Your Future, Your Plan
Ruthanne Monteleone, CFP®, Wealth Advisor
Ruthanne Monteleone
CUSO Financial Services, L.P.*
Partner with Ruthanne to implement a personalized financial strategy that can help you reach your financial goals.
Together, we’ll implement your financial plan.
“As a CERTIFIED FINANCIAL PLANNER™** professional, it is my responsibility to evaluate, develop, and implement a financial plan that suits your individual needs as a client. Since everyone’s situation is unique, my objective is to provide personalized solutions for both your short-term and long-term financial goals. Whether it is by accumulating retirement savings, growing assets tax-efficiently, creating an income stream to supplement Social Security, or maintaining and transferring your legacy, I strive to both educate and guide my clients through all aspects of the planning process. I look forward to building long-term relationships with my clients through consistent communication and superior service.”
Check the background of this financial professional on FINRA’s BrokerCheck.
About Ruthanne
Ruthanne was recognized as a 2024 VISTA Millennial Superstar, honoring 40 under 40 of Chester County’s most dynamic business and professional leaders who are shaping the county’s future.***
Ruthanne cares about her clients and has formed trusting, long-lasting relationships with them. She works to make sure her clients’ financial strategies are personalized to their specific needs and goals. Ruthanne holds a Bachelor of Arts degree from West Chester University. She lives in Downingtown with her husband Joseph, son Dominick and Daughter Annabelle.
- Series 7 General Securities Representative
- Series 63 Uniform State Law
- Series 65 Investment Advisor Representative
- Life/Accidental and Health Insurance Licensed in Pennsylvania
- Securities Licensed in the following states: Delaware, Florida, Maryland, Massachusetts, New Jersey, Oregon, Pennsylvania and South Carolina
Regional Coverage
Ruthanne's regional coverage includes Citadel’s Eagle and Chester Springs offices.
Schedule your complimentary consultation today!
Partner with Ruthanne to implement a personalized financial strategy that can help reach your financial goals. Since everyone’s situation is unique, her objective is to provide personalized solutions for both members short-term and long-term financial plans.
Email: RuthanneMonteleone@CitadelBanking.com
Phone: (610) 466-6986
Fax: (610) 466-6432
Assistant: Zach Cooper, (610) 380-6000, ext. 7270
Build strength for your financial future.
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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.
***The VISTA Millennial Superstars is a community nominated award given by Vista Today (an American Community Journals, LLC Company) and represent 40 individuals under the age of 40 as of 4/30/24 who live or work in Chester County or are enrolled in a Chester County-based university. Nominees meeting these criteria are then reviewed by a panel of Chester County business and civic leaders to determine which nominees best exhibit having achieved notable success in their respective fields and community involvement. Final recipients are chosen based on the subjective opinions of the panel. Being chosen as an award recipient is not indictive of a financial professional's performance and should not be construed as an endorsement of the financial professional by Vista Today. Financial Service Advisors and/or their firms do not pay a fee to be considered or placed on the final list. Working with an award-winning financial professional is no guarantee as to future investment success, nor is there any guarantee that the selected financial professional will be awarded this accomplishment in the future. Nominations were accepted between 12/4/24 and 2/16/2024. Award recipients were announced 2/26/24.
