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Company News | Oct 27, 2014

D.B. Root & Company announces CFP® Certification for Jeremy Suschak

Jeremy L. Suschak


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.

This material has been provided for general, informational purposes only, represents only a summary of the topics discussed, and is not suitable for everyone. The information contained herein should not be construed as personalized investment advice or recommendations. Rather, they simply reflect the opinions and views of the author. D. B. Root & Company, LLC. does not provide legal, tax, or accounting advice. Before making decisions with legal, tax, or accounting ramifications, you should consult appropriate professionals for advice that is specific to your situation. There can be no assurance that any particular strategy or investment will prove profitable. This document contains information derived from third party sources. Although we believe these third-party sources to be reliable, we make no representations as to the accuracy or completeness of any information derived from such sources, and take no responsibility therefore. This document contains certain forward-looking statements signaled by words such as "anticipate," "expect", or "believe" that indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward-looking statements. As such, there is no guarantee that the expectations, beliefs, views and opinions expressed in this document will come to pass. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. All investment strategies have the potential for profit or loss. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. The impact of the outbreak of COVID-19 on the economy is highly uncertain. Valuations and economic data may change more rapidly and significantly than under standard market conditions. COVID-19 has and will continue based on economic forecasts to have a material impact on the US and global economy for an unknown period.

Jeremy L. Suschak


Head of Business Development

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