Jacob R. Potts
Jacob R. Potts is a Vice President, Financial Wellness LifeCoach, and Trade Team Leader 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 $869 million in assets under management since March 31, 2023. Jacob has been associated with the firm since 2012 when he job-shadowed for his senior project. He later was an intern for the firm while attending Robert Morris University, and joined the firm full-time in December 2015 after graduation as Client Service Advisor. He became a Financial Wellness LifeCoach in August 2016, and shortly thereafter in January 2017, achieved the position of Portfolio Management Team Manager (Trade Team Leader).
Jacob has been awarded the prestigious 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.
Jacob is a graduate of Robert Morris University and received a Bachelor of Science in Business Administration (BSBA) degree in finance graduating Magna Cum Laude.
Jacob earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional CFP® designation granted by the Certified Financial Planner Board of Standards, Inc. in August 2019. 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.
Jacob achieved his Chartered Financial Consultant® or ChFC® designation through The American College of Financial Services in April 2019. 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.
Additionally, in April 2019, Jacob 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.
Jacob is a member of the Financial Planning Association (FPA).
Jacob was born and raised in New Brighton, PA and maintains a busy lifestyle by being a PIAA official umpiring baseball games, bodybuilding, hiking, and golfing when weather permits.