Carmen M. Petote,  CFP<sup>&reg;</sup> - Financial Advisor

Carmen M. Petote, CFP®

Financial Strategist

McKinley Carter Wealth Services

100 Bradford Rd, Ste 400
Wexford, PA 15090-8487
FINANCIAL ADVISOR'S WEBSITE
(412) 369-7755

General

Carmen Petote is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at McKinley Carter Wealth Services in Wexford, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: PA
  • Fixed annuities: PA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Attending College, Asset Allocation, Investment Management, Mutual Funds, Retirement, Sudden Wealth

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