P. J. DiNuzzo
P. J. DiNuzzo is the Founder, President, Principal, Chief Investment Officer (CIO), Chief Compliance Officer (CCO), and Director of Business Development for DiNuzzo Private Wealth, Inc./DiNuzzo Wealth Management, which has operated as an SEC Registered Investment Advisory Firm since 1989 and currently manages $780 million in assets under management as of December 31, 2019. P. J. has devoted his entire professional career to indexing/efficient market theory, retirement planning and educating the public regarding their benefits. He was approved as one of the first 100 Advisors in the United States with Index Research/Development Leader and Institutional Mutual Fund Manager, Dimensional Fund Advisors (DFA) in the early 1990’s. DiNuzzo Private Wealth, Inc./DiNuzzo Wealth Management was one of the first few hundred fee-only firms in the U.S. in the late 1980s and has been consistently ranked as one of the top 500 firms in the country by multiple national publications. Under P. J.’s leadership, DiNuzzo Private Wealth, Inc./DiNuzzo Wealth Management, on numerous occasions, has been recognized as one of the “Best Places to Work” and was awarded the honor of “#1 Best Place to Work" in Western Pennsylvania/Pittsburgh in 2008, 2013 and 2016 by the Pittsburgh Business Times. Additionally, P. J. 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.
P. J. DiNuzzo has earned the distinguished Personal Financial Specialist (PFS™) designation. The American Institute of Certified Public Accountants (AICPA), a national professional organization of CPA professionals grants the PFS credential only to certified public accountants with a significant personal financial planning education and experience. Candidates must meet six necessary requirements including an arduous technical exam and a peer review of their ability to demonstrate significant experience in a wide range of comprehensive personal financial planning disciplines.
In 2013, P. J. was awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for Fi360. The AIF® designation signifies specialized knowledge fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation includes an agreement to abide by the AIF Code of Ethics. On an annual basis, Designees are required to renew their affirmation of the AIF Code of Ethics and complete continuing education to maintain the AIF® designation.
P. J. is a member of the Financial Planning Association (FPA), Estate Planning Council (EPC) of Pittsburgh, American Institute of Certified Public Accountants (AICPA), and the Pennsylvania Institute of Certified Public Accountants (PICPA), the AICPA’s National CPA Financial Planning Insights Panel, The National Association of Tax Professionals (NATP), Financial Educators Network (FEN), and the Pittsburgh Society of Investment Professionals (PSIP).