Robert F. Graham
Robert F. Graham
Vice President, Retirement Planning Manager
Toll Free: 877.728.6564
Bob Graham is a Wealth Advisor, Vice President and Retirement Planning Specialist at DiNuzzo Index Advisors, Inc. which has operated as an SEC Registered Investment Advisory Firm since 1989 and currently manages over $640 million in assets under management. Bob joined the firm in 2016, 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. Bob 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. Bob was recognized as one of Western PA’s leading wealth advisors in Pittsburgh Magazine in 2013. Additionally, Bob has been awarded the prestigious multi-year designation as a FIVE STAR Wealth Manager. The award is given to wealth managers in Pittsburgh and across the U.S. who satisfy key client criteria and score the highest in overall client satisfaction.
Bob has been a licensed representative in financial services for nearly 26 years. His experience includes 20 years at Charles Schwab, where he focused on the many service and investment related issues with a diverse client base of over 350 clients. He worked closely with the Schwab Private Client and Advised Investing Team in implementing his clients’ asset management strategies and financial plans. He also served as a branch manager at Charles Schwab for several years. His professional experience also includes stints at TD Ameritrade and PNC Investments.
Bob’s broad experience in financial planning and wealth management allows prospective clients an additional benefit when researching individual investment firms, and his real world experience adds significant value to our firm and clients. His steadfast belief in placing primary emphasis on addressing his clients' planning needs, objectives and goals above all exemplifies the DIA approach. Bob is a member in the Financial Planning Association (FPA).
Bob earned a BS (Bachelor of Science) Degree in Civil Engineering from Catholic University in Washington, D.C., and a Master’s Degree in Business Administration (MBA) from Mount St. Mary’s University in Maryland.
In 2016 Bob 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.
Bob was raised in the Washington, D.C. area and moved to Pittsburgh over 25 years ago. He lives with his wife and daughter in the Squirrel Hill area of Pittsburgh, and in his time away from work they enjoy the city’s parks, entertainment, and cultural benefits. Bob is a sports enthusiast and enjoys golf, skiing and biking.