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The DiNuzzo "Middle-Market Family Office" Breakthrough

Autor P. J. Dinuzzo
en Limba Engleză Paperback – 30 aug 2022
The DiNuzzo Middle-Market Family Office Breakthrough reveals how successful middle-market business owners can access the best-of-the-best experts in business, finance, health, and lifestyle optimization that were once only available to the ultra-wealthy.
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Specificații

ISBN-13: 9781631958335
ISBN-10: 163195833X
Pagini: 288
Dimensiuni: 152 x 229 x 17 mm
Greutate: 0.41 kg
Editura: Morgan James Publishing

Notă biografică

P. J. DiNuzzo is the Founder, President, Chief Investment Officer (CIO), Chief Compliance Officer (CCO), and Director of Business Development for DiNuzzo Private Wealth, Inc./DiNuzzo Family Office/DiNuzzo Wealth Management, which has operated as an SEC Registered Investment Advisory Firm since 1989 and manages $929 million in assets under management as of December 31, 2021.
P. J. has earned numerous designations, including the distinguished Personal Financial Specialist (PFS™) designation and the Accredited Investment Fiduciary® (AIF®) designation. He is also the author of the book, The Seven Keys to Investing Success (Lioncrest Publishing, 2020) and P. J. has appeared and been interviewed on numerous occasions regarding Strategic Asset Allocation, Portfolio Diversification, Indexing, Rebalancing, and Retirement Income Planning on various Television and Radio programs including: OPRAH & Friends with Jean Chatzky on XM Radio, CNBC- TV Power Lunch, KDKA-TV2 Sunday Business Page with Jon Delano, The Lange Money Hour radio show with Jim Lange, and The Street.com TV. He currently resides in Pittsburgh, PA.