PPW was founded by Mario A. Zumbo, CFP®, CEPA®. Mario’s passion for entrepreneurship was sparked at a very young age by his grandfather – the proud owner of Universal Auto in Akron, OH for over 50 years. Growing up, Mario and his brother spent countless summer days and holiday visits going to work with their grandfather – tagging along to business meetings, scoping out potential real estate deals and making weekly donut deliveries to all the local banks. Mario's entrepreneurial spirit was always balanced by his intellectual curiosity instilled in him by his father, who was a college professor. While he never developed the same passion for cars, Mario inherited his grandfather’s dedication to helping others, his mental toughness, his relentless work ethic, and most importantly, his knack for building trust and deep meaningful relationships with others. Mario is fortunate to have found his true calling in life. Being a financial advisor is the perfect combination of what he is passionate about (the markets, investing, financial planning, building & preserving wealth) and what he is naturally good at (developing meaningful relationships and providing trusted guidance/advice).  After over a decade working in some of the world’s leading financial institutions – Charles Schwab, Fidelity Investments and Goldman Sachs – Mario set out to build a firm that he would be proud to refer a loved one to and where he would personally want to be a client. Today, Mario leads a team of dedicated professionals and partners from various domains – investment research, lawyers, insurance specialists, CPAs, and more – who share in his mission of making wealth management uniquely tailored to meet the needs of today’s high-net-worth families.