Pelerin Wealth Management
LPL Financial Advisor
“Children should be seen and not heard” - This expression is an old proverb dating from the 15th century, but it aptly describes my early childhood. Adding to that, I grew up in one of the poorest countries in the Western Hemisphere. Normally, neither of these circumstances would have led to my current career as a Financial Advisor.
The reality is, these circumstances have lit a fire within me for as long as I can remember. A burning desire to help others save, invest and be prepared for life’s unexpected events and to live their best lives.
In my early career as a Banker, I was passionate with customers to save first, to put away a small amount from each paycheck. I had seen and lived the stress and I wanted to help.
Today, as a LPL Financial Advisor, I have more freedom to work together with clients to develop solutions and to build their confidence to Grow, Live Life, Help Others and to enjoy the Wonders of this Journey.
That’s how I want to make my Contribution.
I am a graduate of St. Francis College in New York with a B.S. in Management and an MBA from the University of Phoenix. In my spare time, I mentor NYC high school kids through an organization called iCouldBe.
I enjoy music, golfing and going “barefoot”. I live in South Jersey with my wife Valerie. I have three children, Marc, Grace, Dana and four grand-kids, Lucy, Finnley, Jozy and Amaya. We enjoy our time together as a family.
2021 – Present - LPL Financial – Financial Advisor
2012 – 2021 - Waddell & Reed, MD – Managing Director and Financial Advisor
2010 – 2011 – Ameriprise - Vice President & Financial Advisor, VA
2007 – 2009 – Merrill Lynch - Vice President, NJ
1990 – 2009 – Various positions including Financial Advisor with major Financial Institutions.
Gives us a call, schedule some time with us. We Care about you and your Finances.