Donald P. Speakman is a native of Pittsburgh, Pennsylvania where he resides with his wife, Jamie. He has three children and seven grandchildren.
One indication of Don’s personal commitment to provide his clients with suitable in financial planning is the comprehensive 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 40 years, Don has been designing financial plans with personalized investment strategies for his clients. His success 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. Don has developed a keen awareness and understanding of his client’s needs, which helps him develop carefully constructed financial plans, to meet their “comfort level.” He is a firm believer that “good communication” 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 last 10 years Don has been involved with and served on the Board of what was Pregnancy Resource Center of the South Hills and is now Human Coalition. 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 a truly meaningful life.
*CRPC conferred by College for Financial Planning.