Qualifications


P.J. DiNuzzo
President/Founder and Chief Investment Officer
 
Practice Focus
  •  Investment Management
  •  Consultative Financial Planning
  •  Retirement Planning
  •  Pre-retirement Planning
  •  Comprehensive Financial Analysis
 
Education/Certification
  •  MSTx., Robert Morris University
  •  MBA, Katz Graduate School, University of Pittsburgh
  •  BS, Business Administration, Geneva College
  •  Registered Financial Advisor
  •  CPA/PFS - Certified Public Accountant / Personal Financial Specialist
 
Affiliations
  •  National Association of Personal Financial Advisors (NAPFA)
  •  Financial Planning Association (FPA)
  •  Estate Planning Council of Pittsburgh
  •  American and Pennsylvania Institutes for CPAs (AICPA and PICPA)

Mark DiNuzzo
Executive Vice President, Principal

Practice Focus
  •   Investment Management
  •   Consultative Financial Planning
  •   Retirement Planning
  •   Goals-based Planning
  •   Tax Planning

Education/Certification
  •   MBA., Robert Morris University
  •   Registered Financial Consultant
  •   BS, Business Administration, Geneva College
  •   CERTIFIED FINANCIAL PLANNER ™ professional

Affiliations

  •   Financial Planning Association (FPA)
  •   Estate Planning Council of Pittsburgh
  •   International Association of Registered Financial Consultants (IARFC)

 

 Carl J. Hartman
Senior Investment Officer/Senior VP and Principal
Retirement Planning Consultant

Practice Focus
  •  Investment Management
  •  Consultative Financial Planning  
  •  Pre-retirement Planning
  •  Business Development

Education/Certification
  •  BS Duquesne University
  •  Private Pilot License Kent State University
  •  Registered Financial Consultant (RFC)

Affiliations 
  •  Financial Planning Association (FPA)  
  •  International Association of Registered Financial Consultants (IARFC)
 
 
Patsy Esposito
Vice President/Junior Advisor
  
Practice Focus
  •  Investment Management
  •  Consultative Financial Planning  
  •  Retirement Planning
  •  Pre-retirement Planning

Education/Certification

  •  BS in Business Adminstration and
     minor in Economics from Geneva College
  •  
     
    Affiliations 
  •   
   
 
 
 
Joseph P. Caufield
Director of Research
 
 
 
 
 
 
 
 
 
 
 
 
 
 


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