Robert F. Graham
Robert F. Graham is a Vice President and Financial Wellness LifeCoach at DiNuzzo Private Wealth, Inc., d/b/a DiNuzzo Wealth Management which has operated as an SEC Registered Investment Advisory Firm since 1989 and currently manages $872 million in assets under management as of September 30, 2023. Robert (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 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 over 27 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 DiNuzzo Wealth Management approach.
Bob earned a BS (Bachelor of Science) Degree in Civil Engineering from Catholic University in Washington, D.C., and a Master of Business Administration (MBA) degree from Mount St. Mary’s University in Maryland.
Bob earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional CFP® designation granted by the Certified Financial Planner Board of Standards, Inc. in August 2023. The CFP® certification is a voluntary certification. No federal or state law or regulation requires financial planners to hold CFP® certification. CFP® professionals have met CFP Board’s high standards for education, examination, experience, and ethics. You may find out more information about the CFP® certification at www.cfp.net.
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 certifies that the recipient has demonstrated specialized knowledge of fiduciary standards of care and their application to the investment management process. To receive the AIF® Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed‐book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards. In order to maintain the AIF® Designation, the individual must annually attest to the Code of Ethics and Conduct Standards and accrue and report a minimum of six hours of continuing education. The Designation is administered by the Center for Fiduciary Studies, the certification division of Fi360 that is responsible for ongoing management of the program.
Fi360 is accredited by the ANSI National Accreditation Board for the AIF® Designation, making it one of few independently accredited designations recognized by FINRA.
Bob is a member in the Financial Planning Association (FPA).
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 he and his family enjoy the city’s parks, entertainment, and cultural benefits. Bob is a sports enthusiast and enjoys golf, skiing and biking.