Jacob R. Potts
Jacob R. Potts
CFP®, ChFC®, AIF®
V.P. Wealth Planning
Portfolio Team Manager
Toll Free: 877.728.6564
Jacob R. Potts is a Wealth Advisor since August of 2016 at DiNuzzo Index Advisors, Inc. which has operated as an SEC Registered Investment Advisory Firm since 1989 and currently manages over $731 Million in Assets Under Management as of July 31, 2019. Jacob became associated with the firm in 2012 when he job shadowed for his senior project. Since then, he was an intern for the firm in May 2015 while attending Robert Morris University; he joined the firm full time as Client Service Advisor in December 2015, soon becoming Wealth Advisor in August 2016, and achieved the position of Portfolio Management Team Manager in January 2017. Jacob was a key component in DiNuzzo Index Advisors, Inc. being awarded the “#1 Best Places to Work” in Western Pennsylvania/Pittsburgh in 2016 by the Pittsburgh Business Times.
Jacob is a graduate of Robert Morris University and received a BSBA (Bachelor of Science in Business Administration) degree in finance graduating Magna Cum Laude with a 3.9 GPA. Jacob is a member of the Financial Planning Association (FPA).
Jacob earned the prestigious CERTIFIED FINANCIAL PLANNER™ Professional CFP® designation in August 2019 granted by the Certified Financial Planner Board of Standards Inc. It is recognized in the United States and a number of other countries for its (1) high standard of professional education; (2) stringent code of conduct and standards of practice; and (3) ethical requirements that govern professional engagements with clients.
Jacob achieved his ChFC® or Chartered Financial Consultant® Designation through The American College of Financial Services in April 2019.
Also, in April 2019 Jacob was awarded the Accredited Investment Fiduciary® (AIF®) Designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF® Designation signifies specialized knowledge fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The Designation includes an agreement to abide by the Code of Ethics. On an ongoing basis, Designees are required to complete continuing education to maintain the AIF® Designation.
Prior to joining DiNuzzo Index Advisors, Inc., Jacob worked for ESB Bank as a Client Service Representative processing account transactions.
Jacob was born and raised in New Brighton, PA and maintains a busy lifestyle by being a PIAA official umpiring baseball games, bodybuilding, monitoring a gym, and golfing when weather permits.