Tod R. Arbutina is managing member of Three Cord True Wealth Management Group, LLC and a registered representative with LPL Financial. With Big Four experience, and as a CERTIFIED FINANCIAL PLANNER™, he has spent more than three decades as a CPA and business leader. He is also the founder of Three Cord True Wealth Management Academy, an initiative to provide objective, independent financial education to the community.
Mr. Arbutina has been profiled in Kiplinger’s for his financial planning acumen. Since 2012, he has been named in Pittsburgh Magazine as a Five Star Wealth Manager and as one of the “best personal wealth managers in the Pittsburgh area.” The awards are based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management, among other factors**. In 2006, he was included in the Guide to America’s Best Financial Planners, published by the Consumers’ Research Council of America, based on a system that awarded points for education, years in practice and affiliations with professional associations.
In 2008, the Beaver County Foundation presented Mr. Arbutina with the Benjamin Franklin Entrepreneurship Award honoring local companies that best capture the founding father’s pioneering and entrepreneurial spirit.
Mr. Arbutina specializes in investment advisory services for manufacturers, professional services, retail and non-profits. He formerly served on a Marcellus Shale committee for the Pennsylvania Institute of Certified Public Accountants to help property owners understand the tax, estate, investment and retirement planning ramifications of windfall revenues they receive. Earlier in his career, he was a manager with Arthur Andersen & Co.
Mr. Arbutina is a member of the American and Pennsylvania Institutes of Certified Public Accountants and the Institute of Certified Financial Planners. He is a former board director of the Beaver Area Heritage Foundation and Big Brothers Big Sisters of Beaver County and as chair of its annual auction helped raise $100,000 over several years. Previously, he served in leadership roles with the Beaver County Red Cross and the Rotary Club of Beaver. He holds a bachelor’s degree from Gettysburg College and an MBA from the University of Pittsburgh Katz Graduate School of Business.
Securities offered through LPL Financial, Member FINRA/SIPC.
*Tax and accounting services provided by H2R CPA are not affiliated with Three Cord True Wealth Management Group, LLC nor LPL Financial.
**Wealth managers do not pay a fee to be considered or placed on the final list of the 2012-2018 Five Star Wealth Managers.