Doug Cardiff
doug.cardiff@lpl.com
With over 42 years of experience in finance management, both in the US and abroad, I have a long history of excellence. Prior to establishing the professional financial management firm, I consulted for several European organizations after serving as director financier (CFO) for an American (and then Finnish)-owned manufacturing company in France.
With the growing economic globalization of the modern world, the financial health and happenings of other countries have a very significant effect on the US economic market. Therefore, I remain active and connected to the global environment in order to stay up to date on both the domestic and international financial trends.
Thomas Provins
412-440-6949
thomas.provins@lpl.com
As a seasoned professional in the investment advisory business, I have been providing clients with outstanding service and advice for over 16 years. My focus is on managing client portfolios, investment and risk management, and assisting clients with preserving their wealth as well as income strategies for retirement.
As one of the founding partners of Cardiff, Provins, and Angel Private Wealth Management, LLC, I have been able to take my years of experience to help my clients pursue all aspects of their financial goals with an objective approach. Including helping clients with not only pursuing their goals of creating wealth but also maintaining it, allowing them to work towards preserving their estates for future generations.
I currently hold Series 7, Series 63, and Series 66 registrations with LPL Financial. I am also designated as an Accredited Asset Management Specialist (AAMS), an Accredited Wealth Management Advisor (AWMA), and a Chartered Mutual Fund Counselor (CMFC). I also offer services as a licensed insurance agent in Pennsylvania and other states.
At Cardiff, Provins, and Angel Private Wealth Management, LLC, we are an independent wealth management firm. We work for our clients, not for a company.
Since the beginning of my financial advisor career in 2000, I have enjoyed working with individual and small business owner clients throughout all phases of life in relation to their investment, protection, and financial planning needs. My passion lies in building long-lasting multigenerational relationships with my clients based on a foundation of trust, integrity, respect, and competence in the wealth management arena.
I possess the designations of both a CERTIFIED FINANCIAL PLANNER™ certificant and Accredited Investment Fiduciary™. As a CFP® professional, my focus is the client’s comprehensive financial picture, educating them on the interconnecting facets that go into making financial recommendations. It is my belief that the more informed a client is on the implications of the decisions they make, the better the chance the client has in pursuing their financial goals. As an AIF®, I work with small business owners to help them understand the myriad of retirement planning options that are available to them and help to guide them as to which ones might be the best fit for themselves, their business, and their employees.
Since 2012, I have been named in Pittsburgh Magazine as a “Five Star Wealth Manager.” The Five Star Award from 2012 to 2015 was based on 10 objective criteria associated with providing services to clients, such as credentials, experience, and assets under management, among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2015 Five Star Wealth Managers.
In addition to the emphasis I place on core family values with my wife and two children, I also feel it is my obligation to give back to the community to which I belong. I am honored to serve as a board director and former president of the McMurray Rotary Club, an organization that not only raises funds for both local and worldwide philanthropic organizations but also stresses the importance of active participation service projects that directly impact the people and issues at hand.
Donald Angel is a financial advisor with securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
Sondra Hathaway
412-942-1045
With over 15 years of experience as an administrative associate, I am passionate about supporting executives and creating client-centered office environments. I have a bachelor’s degree in elementary education. In my 10 years of classroom teaching, I was particularly strong in administration and developed a love for emerging technology. Moving into an administrative role was a seamless transition that allowed me to build on those strengths as well as grow into new areas to help increase company productivity and visibility in the marketplace. My technical proficiency allowed me to expand into the exciting areas of website development and social media management.
I am most proud to be the mom of two daughters and one son. I also have a Portuguese water dog poodle mix named Teddy and a Samoyed named Bear, who functions as a service dog to my middle daughter. I love to cook, write creatively, and spend time with my family.
