Peter A. Diulus, MBA, CLU, ChFC®

Peter A. Diulus, MBA, CLU, ChFC®

Investment Adviser Representative

 

MISSION STATEMENT

We help people realize their dreams by giving them a game plan to achieve their financial goals. We believe in finding out what is important to our clients and mapping out a plan to help them get there. The benefit to them is that they have the comfort of knowing that they are on track to meet their financial goals. Clients can expect us to care about them and that which is important to them becomes important to us.

 

AREAS OF FOCUS

CHARITABLE PLANNING Charitable giving strategy designed to provide a donation to a charity TODAY while not adversely affecting supporter’s current income nor family’s inheritance.

INDIVIDUAL ESTATE PLANNING Working alongside your attorney and CPA, a personalized analysis is established to help minimize estate, income, gift, and state inheritance taxes.

EXECUTIVE COMPENSATION PLANS Designed to reward and retain a company’s top executives coordinating with company sponsored benefit plans. Business Succession funding strategies are often included in this process.

PERSONAL FINANCIAL CONSULTING  Formulation of a game plan addressing the issues of utmost importance to our clients. For example: retirement, college education, wealth accumulation, and charitable giving.

 

PROFESSIONAL EXPERIENCE

DSF Wealth Management Group, LLC 2011-Present

Gleason Financial, Ltd. 1993-2011

Physicians Planning Service Corporation 1992-1993

Mid Atlantic Capital Group/Atkinson & Co. 1988-1992

New England Mutual Life Insurance Company 1983-1988

 

EDUCATION

Chartered Financial Consultant (ChFC®) American College

Chartered Life Underwriter (CLU) American College

Master of Business Administration (MBA) University of Pittsburgh

Bachelor of Arts, Major: Economics/Business University of Pittsburgh

 

CIVIC AND COMMUNITY ACTIVITIES

Legatus Charter Member of Pittsburgh Chapter

St. Elizabeth of Hungary Church Lector, Parish Finance Council, Leader of Parish’s Catholic Men’s Fellowship Group, Marriage Preparation Class Presenter

Catholic Men’s Fellowship of Pittsburgh Member, Servant Committee

Autism Speaks Planning Committee Member, Captain of Walk Team “Jonathan’s Journey

Society of Financial Services Professionals (SFSP)

National Association of Insurance and Financial Advisors (NAIFA)

Estate Planning Council of Pittsburgh (EPC)

Pittsburgh Planned Giving Council (PPGC)

Diocese of Pittsburgh Planned Giving Advisory Board

The Institute for Entreprenerial Excellence, University of Pittsburgh  Mentor

 

Pete lives in Bethel Park, PA with his wife Carol, daughter Dana, and son Jonathan.

Phone 412-564-5526 x 6001
Fax 412-564-5531
Mobile Phone 412-638-0662