PJ DiNuzzo, CPA, PFS, MSTMTX
Pittsburgh, Pennsylvania, 15219
Member Since 2006
Our team provides peace of mind to you and your loved ones through personal attention and financial expertise. We chart your course first by identifying and analyzing your goals and then forming a customized plan around them. The \"attention\" is provided by one of our principals(not an associate or junior advisor) who serve as your personal direct contact staying in regular communication with you, while the \"financial expertise\" is delivered through our institutional portfolio management system and resulting track record. We have found that our clients benefit the most from the best thinking of our entire team versus the best thinking of one individual.
My Location
Background Information
Years of Financial Experience
- 23
Education
- Geneva College (BSBA)
- Robert Morris University (MST (Master of Science Taxation))
- University of Pittsburgh (MBA)
Certifications and Designations
- CPA
- PFS
- MSTMTX
Association Memberships
- Financial Planning Association
- Estate Planning Council of Pittsburgh
- American Institute of CPA\'s
- Pennsylvania Institute of CPA\'s
Methods of Compensation
- Financial Planning: Asset-based fee
- Investment Services: Asset-based fee
Primary Custodian(s)
- Charles Schwab & Co
- TD Ameritrade
- Fidelity Investments
Types of Financial Reports
- Performance Report (Quarterly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- I work with remote clients over the telephone and Internet
- I review my clients' financial plans with them
- I review my clients' investment portfolios with them
Registration & Licensing
- Registered Investment Advisor
- CRD/IARD Number: 2318057
- Securities Registrations: Series 63, Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: DiNuzzo Investment Advisors, Inc.
- Broker/Dealer: None
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- None
Insurance Products
- None
Visit Website - http://www.dinuzzo.com
