With the insight of seasoned and experience professionals P. J. DiNuzzo and Steven Jarvis, readers can substantially reduce how much they send to the IRS-and all by following their rules.
With the insight of seasoned and experience professionals P. J. DiNuzzo and Steven Jarvis, readers can substantially reduce how much they send to the IRS-and all by following their rules.
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 $882 million in assets under management as of June 30, 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 Wall Street Journal and USA Today bestselling book, The DiNuzzo Middle-Market Family Office Breakthrough (Morgan James, 2022) and The Seven Keys to Investing Success (Lioncrest Publishing, 2020). 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.
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