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At Pellegrini Financial, we simplify the complex. Any bank can provide you with stocks and mutual funds, but we provide independent comprehensive planning for your wealth. We act as a ‘quarterback’ for all aspects of your money management; this goes well beyond just investments. Whether you need advice and guidance about cash flow, income security, or selling/transitioning your business, we help plan a course of action.
The most important aspect of my life is my family. I was born in Saskatchewan, and very shortly after moved to Red Deer where the majority of both my and my wife’s family is centered. My wife is a Social Media Marketing Consultant, and we have three kids, Gracie just turned 6, Hayden recently turned 4 and the newest member of the Pellegrini clan is Sophie! My wife and I enjoy playing golf whenever we are not running after all three kids as well as going through the numerous continuous education courses as I get licensed.
Growing up in a finance focused household helped me appreciate the value of having someone in my life to guide me through the ever-complex financial world. I am excited to help our clients and others navigate their way through the various decisions that must be made with each changing day. It has been an honor to join Pellegrini Financial and continue the longstanding relationships we have with our clients.
If you have any questions about financial planning or investment management, email me at preston@pellegrinifinancial.com or call me at 403-347-8833