Mark W. Ambrose
Mark W. Ambrose
CFP®, AIF®, MBA
CERTIFIED FINANCIAL PLANNER™ Professional
Retirement Planning Manager
Toll Free: 877.728.6564
Mark W. Ambrose is a Wealth Advisor and Retirement Planning Manager at DiNuzzo Index Advisors, Inc. which has operated as an SEC Registered Investment Advisory firm since 1989 and currently manages over $685 million in assets under management. Mark joined the firm in October of 2018, with the objective of joining a “Fee Only” Wealth Management firm that was focused on offering their clients sound, objective investment and financial planning under a fiduciary standard. Mark was a key component in DiNuzzo Index Advisors, Inc., being awarded one of the “Best Places to Work” in Western Pennsylvania/Pittsburgh in 2018 by the Pittsburgh Business Times.
Mark W. Ambrose has earned the prestigious CERTIFIED FINANCIAL PLANNER™ Professional CFP® designation. The Certified Financial Planner Board of Standards Inc. has only awarded the CFP® credentials to less than 8% of all licensed professionals in the field. In addition to completing the demanding requirements to become a CERTIFIED FINANCIAL PLANNER™ Mark also has an MBA (Masters in Business Administration). Less than 3% of advisors nationally hold both of these prestigious designations.
As an active member of the Pittsburgh Chapter of The Financial Planning Association (FPA), Mark has served on their Board of Directors for over ten years in various committee leadership roles. Most recently, as the chairperson of the Government Advocacy Committee representing the FPA and its members at the Pennsylvania State Capital in Harrisburg and in Washington, DC.
Mark has been a licensed representative in financial services for over 27 years. With career experiences from several industry leading firms and positions, some of which include American Express Financial Advisors, Commonwealth Financial Network, NatCity Investments, PNC Wealth Management, S&T Financial Services and Charles Schwab Company. During his career, Mark has helped hundreds of clients plan and manage their household wealth for achieving more comfortable retirements, educating children, preparing for unexpected health issues and structuring their estates for wealth preservation. In many of his positions, he served as the lead advisor for orchestrating the efforts of various professionals needed to fully service clients, and as a mentor/educator for junior level advisors.
Mark attended the University of Pittsburgh, Pittsburgh, Pennsylvania graduating in 1974 with his BA (Bachelor of Arts), concentrating in Economics. His graduate studies culminated in an MBA (Masters in Business Administration) from Bowling Green State University in 1975 with a concentration in health care management. He is the author and co-author of several professional publications on Health Care Systems Management and Emergency Medical Systems Management.
He currently resides in Bradfordwoods, PA with his wife Peggy and their daughter.