529 PLANS
Stephen Kutlenios - Financial Professional
GOLD Financial Professional
Stephen Kutlenios
Certified College Funding Specialist, Certified Financial Planner, Chartered Financial Analyst®Contact Info:
Licensed/Registered in:
Steve Kutlenios is a CERTIFIED FINANCIAL PLANNER practitioner, Chartered Financial Analyst and Certified College Planning Specialist®, who has been with Allegheny Financial Group since 1989, where he offers professional, comprehensive financial planning services to individual and small businesses. In 2013, he became a partner of Allegheny Financial Group, Ltd. and Allegheny Investments, Ltd., where he currently serves on the Board of Directors. Education & Professional Credentials Pennsylvania State University Graduate CFP® Practitioner, Certified Financial Planner Board of Standards Chartered Financial Analyst Certified College Planning Specialist® Professional Activities -Member, Pittsburgh Society of Financial Analysts -Member, Institute of Certified Financial Planners -Member, Chartered Financial Analyst Institute -Member, Association of Certified College Funding Specialists
Securities offered through Allegheny Investments, LTD, a registered broker/dealer. Member FINRA/SIPC.
Financial Professionals
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Kansas | Learning Quest 529 Education Savings Program (Direct-sold) |
| 3 | Utah | my529 |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | Alaska | T. Rowe Price College Savings Plan |
| 2 | Alaska | University of Alaska College Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
| 2 | New York | New York's 529 College Savings Program -- Direct Plan |
| 3 | California | ScholarShare 529 |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | New York | New York's 529 College Savings Program -- Direct Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 4 | Alaska | T. Rowe Price College Savings Plan |
