Carl J. Hartman
Carl J. Hartman is the Senior Vice President, Principal, and Senior Investment Officer of DiNuzzo Private Wealth, Inc., d/b/a DiNuzzo Wealth Management which has operated as an SEC Registered Investment Advisor since 1989 and currently manages $899 million in assets under management as of June 30, 2023. Carl joined the firm in 2007 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.
Carl 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.
He has been a licensed representative in the investment field for the past 25+ years. He was previously employed by Charles Schwab & Co. Inc., where he was assigned to handle many service and investment related issues with a diverse client base of over 400 clients. He worked side by side with the Schwab Private Client and Advised Investing Team in helping his clients with their asset management and financial planning issues.
Carl has devoted his talents at DiNuzzo Wealth Management to Institutional Style Index Investment Management, Financial Planning and Business Development; he has perfected his communication skills to convey our business philosophy to prospective clients. His vast experience in the financial planning segment allows prospective clients an additional benefit when researching individual investment firms. Carl’s clear, concise approach to business development and our mission has added value to our firm and clients. His sincere belief in the primary objective at DiNuzzo Wealth Management of addressing the clients’ planning needs, objectives and goals is a perfect fit for the firm.
Carl earned a Bachelor of Science Degree (BS) in Business Administration from Duquesne University. Carl has also completed the comprehensive and in-depth Professional Advancement program and classes at Duquesne University and achieved their Executive Certificate in Financial Planning designation. He also earned a Private Pilot Certificate from Kent State University.
In 2014, Carl achieved his Chartered Financial Consultant® (ChFC®) designation through The American College of Financial Services. ChFC® is a financial planning designation conferred by The American College. Candidates must meet education, experience, examination, and continuing ethical requirements. Candidates must have at least three years of experience in the financial industry, or an undergraduate or graduate degree from an accredited university and two years of experience in the financial industry. Candidates are required to take nine academic courses each followed by an exam.
Again, in 2014, Carl 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.
Carl is a member of the Financial Planning Association (FPA), and The Pittsburgh Society of Investment Professionals (PSIP).
Carl is a lifelong resident of the Mon Valley Area of Pittsburgh where he currently resides. In his time away from work, he enjoys spending quality time with his adult children, family and friends. Carl is an avid exercise/workout enthusiast and also enjoys golfing and boating.