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This profile was last updated on 8/7/14  and contains information from public web pages and contributions from the ZoomInfo community.

Donald P. Speakman

Wrong Donald P. Speakman?

Board Member

Pregnancy Resource Center of the South Hills
 
Background

Employment History

Board Memberships and Affiliations

Education

  • Master of Science Degree
13 Total References
Web References
Our Team : The Speakman Financial Group
www.speakmanfinancial.com, 7 Aug 2014 [cached]
Donald P. Speakman, MSFS, CLU, ChFC, CFS, CFP®, CRPC, AAMS, CMFC Financial Advisor dpspeakman@speakmanfinancial.com
Donald P. Speakman is a native of Pittsburgh, Pennsylvania where he resides with his wife, Jamie. He has three children and five grandchildren.
One indication of Don's personal commitment to provide his clients with the very best in financial planning is the extensive list of designations he has earned. He has also earned the respect of his peers through the many financial planning conferences he has addressed, both nationally and internationally.
For over 30 years Don has been designing financial plans with unique investment strategies for his clients. His experience lies in conceiving and designing programs for lump sum distributions from corporate retirement and 401(K) plans, with particular emphasis on creative approaches to income tax savings. He attributes his outstanding success to understanding his client's needs and developing carefully constructed financial plans, which meet their "comfort level. He is a firm believer that "good communications" is the key to creating a successful retirement plan.
Don served on the Board of Directors for the Big Brothers & Big Sisters of Greater Pittsburgh, Inc. for over 20 years. For the past 6 years he has served on the Board of Directors for the Pregnancy Resource Center of the South Hills. Because of his proactive community involvement, he has been able "To have a positive influence on as many people's lives as possible. By living and believing this statement, Don has found "true success" within his lifetime.
Donald P. Speakman is a native of Pittsburgh, Pennsylvania where he resides with his wife, Jamie. He has three children and three grandchildren.One indication of Don's personal commitment to provide his clients with the very best in financial planning is the extensive list of designations Don has earned: Master of Science Degree in Financial Services, Chartered Life Underwriter, Chartered Financial Consultant, Certified Fund Specialist, Certified Financial Planner, Chartered Retirement Planning Counselor, Accredited Asset Management Specialist, and Chartered Mutual Fund Counselor. He has been a member of the "Top of the Table" - a worldwide organization of financial service professionals for 25 consecutive years. He has earned the respect of his peers through the many financial planning conferences he has addressed, both nationally and internationally. or over 30 years, Don has specialized in retirement planning. His expertise lies in conceiving and designing programs for lump sum distributions from corporate retirement and 401(K) plans, with particular emphasis on creative approaches to income tax savings. He attributes his outstanding success to understanding his client's needs and developing carefully constructed financial plans, which meet their "Comfort Level. He is a firm believer that "Good Communications" is the key to creating a successful Retirement Plan which will help provide financial security for his clients and their families. Don served on the Board of Directors for the Big Brothers & Big Sisters of Greater Pittsburgh, Inc. for over twenty years. For the past six years he has served on the Board of Directors for the Pregnancy Resource Center of the South Hills. Because of Don's proactive community involvement, in organizations too numerous to list, Don has been able to touch many lives. He believes in his personal mission statement, which he set forth many years ago: "To Have A Positive Influence On As Many People's Lives As Possible.
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David joined Don's team in 1997 as an administrative assistant under the supervision of his late father, Walter Speakman.
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Mary Ann joined Don's team on a part-time basis in June of 2004 and came on board full time in late December of the same year.
By Donald P. ...
www.lifehealthpro.com, 15 June 2013 [cached]
By Donald P. Speakman
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Donald P. Speakman
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Donald P. Speakman
Donald P. Speakman, MSFS, CLU, ChFC, CFP, a native of Pittsburgh, Pennsylvania, is the founder of The Speakman Financial Group. Don has been designing unique investment strategies for the financial plans for his clients for more than 33 years. With a specialty in retirement planning, his expertise lies in creating programs for lump sum distributions from corporate retirement and 401(K) plans, with particular emphasis on creative income tax savings strategies. Don has been a member of the Million Dollar Round Table (MDRT) for 32 years, having earned 28 Top of the Table distinctions.
Big Brothers Big Sisters of Greater Pittsburgh
www.bbbspgh.org, 15 Dec 2007 [cached]
Donald P. SpeakmanPresident Speakman Financial Group
Financial Advisors in Pennsylvania, Imperial (ZipCode: 15126) - The Right Financial Advisor
pennsylvania.therightfinancialadvisor.com, 28 Aug 2011 [cached]
Donald P. Speakman, CLU,ChFC,MSFA,CFS Speakman Financial Group 412-787-3373 Two Penn Center West Suite 325 Pittsburgh, PA 15276 8.8 mi. Southeast of Imperial, Pennsylvania
Financial Advisors in Pennsylvania, Georgetown (ZipCode: 15043) - The Right Financial Advisor
pennsylvania.therightfinancialadvisor.com, 28 Aug 2011 [cached]
Donald P. Speakman, CLU,ChFC,MSFA,CFS Speakman Financial Group 412-787-3373 Two Penn Center West Suite 325 Pittsburgh, PA 15276 20.7 mi. Southeast of Georgetown, Pennsylvania
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