Citadel has announced 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.

A graduate of West Chester University, Monteleone joined Citadel in 2013, when she began her career as a Registered Representative, passing the Series 65 exam in 2014. She 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 of 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, Monteleone 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.