Peter A. “Pete” Diulus, MBA, CLU®, ChFC® is a nationally-recognized Financial Educator, Author, Speaker, and Wealth Advisor, whom you may have seen in NBC, ABC, CBS, and FOX network affiliates and Bloomberg Business, Yahoo Finance, Investing Daily, Wall Street Select, Market Watch, The Pittsburgh Post-Gazette, The Pittsburgh Business Times, and others.
As Creator of The Dream Achiever Process, Pete has been interviewed by Kevin Harrington, original “shark” from ABC’s Shark Tank, and featured on Business Icons.
As Co-Founder and Principal at DSF Wealth Management Group, LLC, where “DSF” stands for “Dream, Succeed, Freedom,” Pete and his team help clients to preserve, protect, and pass on their wealth through highly customized financial plans and strategies. Pete’s unique multi-disciplinary training allows him to bring an integrated approach to helping retired executives, professionals, and business owners fully enjoy their wealth and leave a greater legacy.
Pete believes that people who have worked hard and saved well deserve the very best advice on how to keep more, give more, and leave more to the people and causes they care about deeply. It doesn’t take long with Pete to see why clients have entrusted their hard-earned money and their future to him. He is a warm and passionate communicator who loves sharing his insights as a Speaker to various organizations and through his ongoing Public Seminar Series: The Big 3 Retirement Concerns...and How To Minimize Income Taxes and Estate Taxes.
A native of Pittsburgh, with family roots in “Panther Hollow,” Pete graduated from the University of Pittsburgh with majors in Economics and Business. He received an MBA from the University of Pittsburgh and later added Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) to his credentials.
In addition, Pete shares his leadership and financial experience with many organizations, including Autism Speaks, The Diocese of Pittsburgh, and The Institute for Entrepreneurial Excellence, University of Pittsburgh, Estate Planning Council of Pittsburgh, and Planned Giving Council, among others.
Pete and his wife, Carol, enjoy spending time with their two grown children, Dana and Jonathan, as well as exercising and reading.