Chris Pellegrini

Financial Planner

Director of Client Integration

My Focus Areas are: Wealth Accumulation, Portfolio Asset Allocation and Risk Mitigation, Retirement Planning & Income strategies, Financial Planning.

Languages spoken by this financial professional: English

About Chris

With over two decades of financial experience, my goal is to help you and your loved ones get the most out of life while protecting what you care about most. That means assessing what is important to you now and how we can work together to achieve your aspirations. Financial planning provides value for you by assessing and optimizing your savings, spending, investments and tax efficiency. I also want to make sure we have sufficient protection in place to guard against any financial or health risks that can prevent you from meeting your goals both now and in the future. Finally, I want to make sure that from the moment you begin working with our team you feel your voice is heard and your experience is beyond your expectations.

When I’m not working with my clients, you can find me spending time with my wife and four children, playing golf, going down to the Jersey Shore, catching up with my Seton Hall alumni at Pirate basketball games and spending an entire Sunday watching as much football as possible!