PITTSBURGH Hefren-Tillotson, Inc., one of Western Pennsylvanias largest investment advisory and financial planning firms, has announced the appointment of Corey Utz to the position of Financial Advisor in its office located at 106 South Main St. in Butler.
For more than ten years, Utz has served both individual and business clients in capital markets, fixed annuity markets, and life insurance to implement long term investment strategies and financial planning objectives. Prior to joining Hefren-Tillotson, Corey operated a personal financial planning practice since 2005.
Utz is a Certified Financial Planner, a Level 2 CFA candidate, and licensed with a series 6, series 63, and life, accident and insurance certificates.
A graduate of Westminster College with a Bachelor of Science degree in economics and finance, Utz also works as a PIAA basketball referee in his spare time.
Hefren-Tillotson Inc., is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN for individuals and businesses. The firms wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFAs. Hefren-Tillotson offers corporate services including 401 (k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, South Hills, and Wexford.