P. J. Dinuzzo

The DiNuzzo "Middle-Market Family Office" Breakthrough

Creating Strategic Tax, Risk, Cash-Flow, and Lifestyle Options for Successful Privately-Held Business Owners and Affluent Families

• Broschiertes Buch

Produktbeschreibung

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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Produktdetails

• Verlag: Morgan James Publishing
• Seitenzahl: 288
• Erscheinungstermin: 30. August 2022
• Englisch
• Abmessung: 229mm x 152mm x 17mm
• Gewicht: 471g
• ISBN-13: 9781631958335
• ISBN-10: 163195833X
• Artikelnr.: 63092378

Autorenporträt

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.