Leslie D. Taylor-Neumann
Leslie D. Taylor-Neumann has been a Financial Wellness LifeCoach since July of 2017 at DiNuzzo Private Wealth, Inc. d/b/a DiNuzzo Wealth Management (DPW) 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. Leslie joined the DPW team as an intern in May of 2015. In June of 2016, she was hired full-time as a Client Service Advisor, and in July of 2017 Leslie earned the Financial Wellness LifeCoach position. Leslie currently has the role of Wealth Planning Team Leader and assists our Financial Wellness LifeCoaches in building each of their client’s DiNuzzo Financial Wellness LifePlan™.
Additionally, Leslie 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.
In 2016, Leslie graduated from Robert Morris University (RMU) with a Bachelor of Science in Business Administration degree in Finance. At RMU, she was the President of the Financial Management Association and the Outdoor Adventure Club. During her senior year, she served as a mentor for freshman in the RMU Adventure Program.
Leslie earned the prestigious CERTIFIED FINANCIAL PLANNER™ professional CFP® designation granted by the Certified Financial Planner Board of Standards, Inc. in April 2021. 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.
Leslie achieved her Chartered Financial Consultant® or ChFC® designation through The American College of Financial Services in September 2020. 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 December 2020, Leslie 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.
Leslie is a member of the Financial Planning Association (FPA).
Leslie was born in Cumberland, Maryland and was raised in Bedford, Pennsylvania. She spends her free time practicing yoga, snowboarding and enjoying outdoor sports with her husband, Daniel. Leslie and Daniel were married in December of 2017, they reside in Cumberland, Maryland. Leslie states her family as her biggest support system.