PITTSBURGH: D.B. Root & Company, one of Pittsburgh’s largest Registered Investment Advisor (RIA) firms continues to emphasize Financial Planning as a critical component of their Wealth Management service by naming Tiffany Benigni as Managing Director of LifePlan 20/20.® Since creating the proprietary service, which is designed to provide financial clarity for clients on their overall financial well-being, D.B. Root has committed substantial resources toward making it a signature program of the firm.
The appointment of Ms. Benigni is a natural progression from her role as a key member of the Financial Planning team for more than 4 years. In her new role, she will be heading up D.B. Root’s Financial Planning team, the Advanced Planning group and managing the firm’s best practices within the financial planning process. She will also be managing other key areas such as outside partnerships, technology and marketing of the service.
Ms. Benigni has laid out her objectives for the program, stating “We will continue to build out our repeatable process in terms of client experience, quality offerings and deliverables. My goal is to offer our clients an unparalleled depth of services and outside resources to deliver one comprehensive solution for both their financial and life objectives.”
The services offered through LifePlan 20/20® include Retirement Planning, Estate Planning, Insurance options, Tax Advice and even Education Planning. Ms. Benigni also promises to bolster financial planning education for clients through articles and blogs as well as further the deployment of Financial Planning Lunch n’ Learns for businesses and their employees.
“We are extremely fortunate to have a professional with such a focus on Financial Planning available within our own ranks to head up this important part of our business. It is testimony to Tiffany’s commitment to the Financial Planning process and her disciplined approach to serving clients. We are excited about our depth of services offered through LifePlan 20/20® and under Tiffany’s leadership, it will only continue to grow,” stated D.B. Root & Company CEO David Root.
That growth will include further development of the service’s software solutions, online portal and client tools such as planning checklists, workbooks and other helpful resources. Tiffany holds a bachelor’s degree (BSBA) in economics from Robert Morris University and an associate degree in architectural drafting from the Pennsylvania College of Technology.
About D.B. Root & Company
D.B. Root & Company is a fully independent Wealth Management firm committed to providing the ultimate client experience. To do this, we bring together best-of-class services and tools that assist our clients in achieving their own life goal of financial independence.
Our firm provides asset allocation strategies and financial planning to individuals, families and businesses. We provide high value independent, personal financial advice including asset allocation, retirement planning, estate planning, tax planning advice, corporate seminars and executive counseling services. Founded in 1994, the firm is headquartered in Downtown Pittsburgh. For more information, visit www.dbroot.com.