Skylar H. Riddle, CFP®, CPWA®

FOCUS

Skylar works with busy professionals, business owners, retirees, and multi-generational families to provide comprehensive wealth management services. It all begins with a detailed, individualized financial plan that covers all aspects of financial wellness and is laser focused on the clients’ goals. This is used as a guiding light for all advice moving forward. He also collaborates with internal departments as well as outside experts to create an All-Star wealth management team, uniquely equipped to best serve each client. These areas focus on tax planning, estate, trust, and wealth transfer planning, charitable gifting strategies, executive compensation, and exit and succession planning. Taking care of the families he works with, and the relationships built along the way, are the most rewarding aspects of his job.

CAREER HIGHLIGHTS

Skylar’s interest in finance all started when his grandfather gifted him a few shares of stock when he was a child. He studied economics and finance in college and began his career in the industry in 2010. Now he is a Certified Private Wealth Advisor® (CPWA®) professional and a CERTIFIED FINANCIAL PLANNER® (CFP®) professional.

EDUCATION

BS, Economics, Pennsylvania State University

MFin, Pennsylvania State University

Yale School of Management Executive Education

PERSONAL

Skylar loves spending time with his wife, two children, and dog. He also enjoys playing tennis and soccer, cheering on the Blue and White, and just relaxing by the campfire.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CPWA,” and “Certified Private Wealth Advisor.” Use of CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.

The achievement of any professional designation should not be construed as a guarantee that a client will experience a certain level of results or satisfaction if Fort Pitt is engaged, or continues to be engaged, to provide investment advisory services.

Skylar H. Riddle, CFP®, CPWA®