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Tod R. Arbutina, CFP®, CPA, MBA

Cottrill Arbutina Financial Services, Inc.

525 Third St
Unit 2
Beaver, PA 15009
Phone: (724) 843-0165 x121
Fax: (724) 843-6577

Web site

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Insurance
  • Retirement

 

About My Practice

Tod R. Arbutina is a shareholder of the firm of Cottrill Arbutina Professional Services. With Big Four experience, he has spent nearly 15 years as a certified public accountant and business leader. Under the guidance of Mr. Arbutina and his partner Dale Cottrill, Cottrill Arbutina has become one of the largest CPA and financial services firms headquartered in Beaver County. Its business has quadrupled in the past decade, and today serves more than 500 clients, with offices in three locations. The firm has set double-digit growth records in volume each of the past several years.

 

Experience

Mr. Arbutina has been profiled in Kiplinger’s for his financial planning acumen. He holds a five-star designation in the Paladin Registry, an information services company providing free education, advisor information and matching services on the web, and profiled on its website. He also is included in the Guide to America's Best Financial Planners, published by the Consumers' Research Council of America, a Washington, D.C. based research organization specializing in professional services. He specializes in providing accounting, tax and business advisory services to closely held businesses in a variety of industries including manufacturers, professional services, retail and not-for-profits. In addition, he is a certified financial plannerTMpractitioner, and has helped the firm build a more comprehensive financial service practice encompassing not only traditional tax and accounting services but also business, investment and estate planning. Mr. Arbutina is a member of the American and Pennsylvania Institutes of Certified Public Accountants as well as the Institute of Certified Financial Planners. He holds a bachelor’s degree from Gettysburg College and an MBA from the University of Pittsburgh Katz Graduate School of Business.

 

Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63
Insurance Licenses
Life insurance: PA, MD, OH, VA, Health/disability insurance: PA, MD, OH, VA, Fixed annuities: PA, MD, OH, VA, Variable annuities: PA, MD, OH, VA
Designations & Certifications
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
Broker-Dealer Affiliation
LPL Financial

 

How Planner Charges
N/A

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.