Pellecchia Financial Services

Description

• Like other financial advisors, Pellecchia Financial Services in Tampa, Florida specializes in wealth management but thats where the similarities end. Were committed to providing investment planning services within a principled, highly-ethical framework. Our vision is to be our clients personal Chief Financial Officer, helping them be good stewards of their financial blessings. Our investment planning approach is to examine their lifetime financial goals and provide the guidance, experience and understanding to pursue them. Then most importantly we'll maintain and build on those goals. J.D. Pellecchia is a CERTIFIED FINANCIAL PLANNER practitioner, Certified Investment Management Analyst professional & Qualified Kingdom Advisor. Prior to establishing Pellecchia Financial Services in 2006, he served his country for 9 years in the U.S. Marines. He received his B.S. in Accounting & Finance from Florida State University and an International MBA from Georgetown University. His background includes over 10 years of successful financial analysis & investment planning with Merrill Lynch and Private Bank at Bank of America.J.D. is passionate about his involvement in the community, including - serving at First Priority Tampa Bay, All Pro Dads, the Boy Scouts, Mitchell Elementary Foundation, Children's Cancer Center. Also, he is an outdoor enthusiast a top 20 finisher in the Hawaii Half-Ironman. He is married with two children.**Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness**Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org and www.sipc.org Investment advice offered through Pellecchia Financial Services, a registered investment advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit www.pellecchiafinancial.com
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  Headquarters:305 South Macdill Avenue , Tampa, Florida, United States

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  Phone Number: +1 813-642-6111

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  Website: https://www.pellecchiafinancial.com

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  Employees:2

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  Revenue:$0 - 1M

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  Legal Name:Pellecchia Financial Services

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• |  NAICS Code: 523930  |

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