PITTSBURGH: D.B. Root & Company is proud to announce that Jeremy Suschak has earned his CFP® certification after completing the CFP® Board requirements, including passing the CFP® examination this past July. Jeremy is credentialed to work with clients in the areas of Retirement Planning, Comprehensive Financial Planning, Estate Planning, Investment Management and Income Tax Planning.
“The CFP® designation sets the standard for the industry, I am very proud to join the CFP® family. I am anxious to contribute even more to the team at D.B. Root & Company,” stated Suschak.
Jeremy now holds the Series 7 securities registrations through Commonwealth Financial Network. He will be responsible for helping clients with asset allocation and risk management decisions on portfolios, retirement projections and helping to direct estate planning and tax planning issues.
Jeremy joined the firm in 2012 as a Registered Assistant to David Hoffmann, Vice President of the firm. Hoffmann says, “Jeremy has been a huge contributor to our team and a valuable asset to me and our clients. His commitment to learning the industry and great attention to detail has played a significant role in providing our clients with outstanding service. As we say at D.B. Root & Company, with talent like Jeremy in place, the future of Wealth Management is here.”
Prior to his employment with D.B. Root & Company Jeremy worked for Northwestern Mutual Financial Network. Jeremy earned his degree in Business Management from the University of Pittsburgh. He is a resident of The South Side and is actively involved in the community. Jeremy is also an avid golfer.
About D.B. Root & Company
D.B. Root & Company provides wealth management and financial planning to individuals, families and businesses. We provide high value independent, personal financial advice including retirement planning, investment management, estate planning, tax planning advice, corporate seminars and executive counseling services. Founded in 1994, the firm is headquartered in Downtown Pittsburgh. For more information, visit www.dbroot.com