Joseph E. Petrovich, CPA, MST

Joe joined the DSF Wealth Management Group, LLC (DSF) Team in 2019 as Registered Professional, analyzing the unique circumstances of clients and supporting advisors' customized solutions for their financial planning needs. As the foundation of DSF’s comprehensive approach to financial planning, Joe’s role is integral to DSF’s advisers providing clients with pertinent and timely information; he assists advisors with all aspects of the financial planning process, including retirement income planning, college funding, investment portfolio analysis, risk management, tax strategy, and estate planning.

Joe monitors market trends and stays current with developments in financial and tax-related legislation, with the perspective of potential impact on individual client holdings and investment strategies. Joe’s core belief is that a personal financial plan is exactly that – personal – and each client’s unique financial situation and preferences guide the direction of their plan.

His education, experience, and credentials serve well in the key areas of managing risk, identifying opportunities, and diversification. Joe holds a Bachelor’s Degree in Business Management from La Roche University, and a Master of Science in Taxation from Robert Morris University. He is a Certified Public Accountant (CPA) and has also added insurance licenses and Series 7 and Series 66 Registrations to his credentials. Joe brings over a decade of experience in the financial services industry, including lifetime wealth management and wealth transfer strategy.

Joe is a lifelong resident of Allison Park, where he lives with his wife, Crystal, and children, Joseph and Alyssa. The family enjoys hiking, camping, gardening, and any adventure that brings them closer to nature. Joe and Crystal are avid motorcyclists and they also enjoy hosting board games parties for friends. The whole family is actively involved with the Butler County Alliance for Children – a nonprofit whose mission is to empower the community to ensure the safety, health, and well-being of children and families.

*Registered Administrative Assistant of Cetera Wealth Services, LLC, member FINRA/SIPC.