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Peter Donisanu | Financial Advisor

Profile img for Peter Donisanu, financial advisor at Franklin Madison Advisors
Pittsburgh, PA
Peter Donisanu
Financial Advisor
Chief Investment Officer, Private Wealth Manager at
Franklin Madison Advisors

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
At Franklin Madison Private Wealth, we believe your wealth should work as hard as you do. That’s why I created the Premier Wealth Blueprint—to simplify finances, align your wealth with your goals, and empower you with confidence for the future. During my two decades in the wealth management industry, I’ve seen too many clients overwhelmed by disorganized finances, paying more in taxes than necessary, and lacking the confidence to make informed financial decisions. This stemmed from generic advice that prioritized product sales or investment outcomes over meaningful results. You’ve worked hard for your wealth, but without personalized guidance, you’re stuck guessing whether your decisions will actually get you closer to your goals. The Premier Wealth Blueprint is my response to this problem. It’s a proven framework that transforms financial chaos into simplicity, providing clarity, confidence, and peace of mind through an end-to-end, professionally curated service. Because if you’re not consistently executing on a clearly defined plan, then every day is a missed opportunity to maximize your wealth and secure your family’s future.
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Specialties and Expertise

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Tax Minimization Investment Strategies
Retirement Income
Equity Compensation
High Net Worth Planning
Succession Planning
Wealth Accumulation and Preservation Strategies

Clientele

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High Net Worth Individuals
Corporate Executives
Tech Employees
Business Owners
Wealthy Families
Inheritors
Retirees

Credentials and Designations

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Master of Business Administration

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Accredited Investment Fiduciary®

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Series 65 - Uniform Investment Adviser Law Exam

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Series 7 - General Securities Representative Exam

Education

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The American CollegeCertified Financial Planner EducationYear Obtained: 2018
City University of SeattleMasters of Business Administration with an Emphasis in FinanceYear Obtained: 2008
Western Governors University TexasBachelors of Business AdministrationYear Obtained: 2006

Job History

1
Wells Fargo Investment InstituteSenior Investment Strategy Analyst2001-2019
Quick Facts About Peter
Years of Experience:17 yearsMember since:2023Average Account Size:$1,000,000

Services Provided

How I help my clients

Tax Planning

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Investment Management

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Financial Planning

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Retirement Planning

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Pricing Models

AUM
Flat Fee

Proof of License

SEC Profile
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Pittsburgh, PA
Peter Donisanu
Financial Advisor
Chief Investment Officer, Private Wealth Manager at
Franklin Madison Advisors
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Profile last updated: 03-04-2025