Vic Conrad

Vic Conrad

Vic Conrad

Founder, Senior Partner

Mr. Conrad is a 1987 graduate of Indiana University of Pennsylvania (IUP), receiving a BS degree in accounting. He is a CPA (inactive), a CERTIFIED FINANCIAL PLANNERTM professional, and has completed the Chartered Financial Consultant (ChFC®) studies through The American College. He has also earned the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies.

Currently holds the FINRA Series 7 and 65 (Investment Advisor) securities registrations as an Investment Adviser Representative of Commonwealth Financial Network® (Commonwealth). He can provide general wealth management/consulting on an hourly basis, proactive investment management based on a percentage of assets and on an advisory fee basis, or on commission through Commonwealth, Member FINRA/SIPC, a Registered Investment Adviser.

Joined Arthur Andersen’s Pittsburgh office in July 1987 as a staff accountant and left the firm in June 1991 as a senior staff accountant. Clients included numerous financial services companies in the Pittsburgh region.

Recruited by and joined PNC Bank’s internal audit department in June 1991 as a senior internal auditor. Audits included all consumer installment loan departments, residential and commercial real estate, student loans, and the bank’s branch banking system.

Joined The MONY Group’s Pittsburgh office in April 1994, teaming with his father, James R. Conrad, CLU®, ChFC®. This provided a succession plan for his father’s 40+ year practice of clients.

In March 2005, PINNACLE Financial Strategies, LLC, an independent firm, was formed to carry on the decades-long tradition of ethical client service, providing coordinated financial planning services and products serving individuals, businesses, defined benefit and defined contribution pension plans, and nonprofit organizations. Money/wealth management, business succession, estate preservation and transfer, insurance planning (life, disability, and long-term care), and charitable giving services are offered.

Mr. Conrad was named a FIVE STAR Wealth Manager by Pittsburgh Magazine in 2009, the inaugural year, as well as in 2010, 2011, 2012, 2013, 2014, 2015, and 2016*.

Professional and community associations/activities include:

  • American Institute of CPAs (AICPA) and Pennsylvania Institute of CPAs (PICPA) – Numerous various committees

  • Rotarian – Cranberry Township Sunrise Club, Past Board Member

  • Seneca Valley Foundation Trustee

  • St. Barnabas – Valencia Woods Trustee and Golf Outing Committee

  • Pittsburgh Planned Giving Council (PPGC) – Treasurer and Past Conference Co-Chair

  • Pittsburgh North Regional Chamber Member (serving northern Allegheny County and Cranberry areas)

  • Discover HOPE Here (Helping Others Pursue Employment) - Past Treasurer


Mr. Conrad regularly teaches continuing education classes for CPAs through the Community College of Allegheny County (CCAC), Indiana University of Pennsylvania (IUP), and has presented at the West Virginia Public Accountants Association’s (WVPAA) Annual Meeting as well as the National Association of Black Accountants, Inc. (NABA) East Region Annual Conference. He teaches CLE classes for CCAC as part of their attorney continuing education program and has presented at the annual Emerging Philanthropy Conference which is jointly conducted by the AFP WPA (Association of Fundraising Professionals of Western PA) and PPGC (Pittsburgh Planned Giving Council). He has also instructed retirement planning courses for the public through local college and university sponsorships.

For Duquesne University’s School of Leadership & Professional Advancement, he has taught the 36-hour taxation session of the Executive Certificate in Financial Planning program which prepares attendees to take the CFP® exam. He has also taught the Asset Management course for CCAC which is part of the CEBS designation program. The CEBS designation is recognized as the most respected credential in the employee benefits industry. Mr. Conrad is a contributing financial expert for Tips from the Top—Targeted Advice from America’s Top Money Minds, an insightful money guide devised from a panel of more than 100 of the country’s top practicing experts.

Other speaking engagements include the Greater Pittsburgh Chapter of CEBS (Certified Employee Benefit Specialist®), KDKA TV & Radio, WLTJ Radio, St. Barnabas, Pittsburgh Petruleum Association, Pittsburgh North Regional Chamber, and the Carnegie and Peters Township Libraries. He has also provided helpful financial information for the Pittsburgh Business Times, Pennsylvania CPA Journal, Pittsburgh Post-Gazette, Bloomberg Wealth Manager, Investment Advisor, and Pittsburgh REALTOR® magazine.

Resides in Cranberry Township, PA (20 minutes north of Pittsburgh) with his wife Debbie, daughter Emma, and twin sons Jacob and Adam. Enjoys public speaking and playing golf.
 

Vista Club
 

Victor Conrad is proud to have been recognized as a Vista Club advisor for 2016—a distinction based on annual production that places him among the top 29 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

 

*Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,064 Pittsburgh wealth managers were considered for the award; 423 (40 percent of candidates) were named 2016 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.