Broker Check

More from John:

Check out our Video SeriesBusiness Owner’s Strategy for Future Transition  – Link Here

Allentown

John Pellosie

CFP®, CEPA®

Associate Advisor

I joined Legacy Planning’s Lehigh Valley office in 2018, after working with the firm as an intern while in college. In my role as Associate Advisor, I work alongside Jan Graybill and Matt Kulp, creating and implementing financial plans for individuals, families, and business owners.

I graduated Summa Cum Laude from DeSales University in 2017 with a Bachelor of Science in Finance and Accounting. During my senior year, I received the PICPA Outstanding Senior Award, the highest student honor given by the DeSales Division of Business.

After graduation, I worked for one of the Big 4 public accounting firms as an Audit Associate based in Philadelphia. During this time, I completed all of the CPA exams within 6 months. I returned to Legacy Planning with a desire to use my education and experience to have a positive impact on the lives of Legacy’s clients.

My strengths are my drive to find the optimal solutions for Legacy’s clients while clarifying complex strategies, which creates value and trust between Legacy’s clients and advisors.  Furthermore, my role allows me to use both my analytical and communication skills to engage in a meaningful way with existing and prospective clients.

A lifelong resident of the Lehigh Valley, I live in Allentown with my wife, Leslie. I am active in the Lehigh Valley Chamber of Commerce’s Young Professionals events. I also serve on the Diocese of Allentown’s Young Adult Commission and the St. Vincent de Paul Society.

.

Latest Blog Posts

Our Team

eLegacy

View your wealth management website

Investor 360

View your Commonwealth accounts

SEI