A. Seth Borders, CFP®, CPWA® Senior Financial Advisor

Seth Borders

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.”

About Seth

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^***

Regional Coverage

Seth's regional coverage includes Citadel’s Parkesburg and South Coatesville branches.

• 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.