– The RIA Podcast with Seth Greene Episode 055
Enzo T. Pellegrino, CFP® is the founder of Texas Legacy Wealth Management. He has over 20 years of experience in working with clients planning for their retirement and managing their investments. Forbes awarded Enzo as one of America’s Top Next-Generation Wealth Advisors 2017 & 2018* and as part of the Best-In-State Wealth Advisors 2018, 2019 & 2021**. He is often featured on News Radio 1200AM as the “Money Guy,” and thus is well-known throughout San Antonio.
As President, Enzo heads the Investment Committee, Financial Planning Department and serves as a wealth advisor for Texas Legacy Wealth Management. Mr. Pellegrino earned his CERTIFIED FINANCIAL PLANNER™ designation in 2009.
Listen to this insightful RIA episode with Guest Name about Texas Legacy Wealth Management.
Here is what to expect on this week’s show:
- Enzo’s start in investing and finance and what made him become a registered investment advisor!
- Enzo’s client referral process and how he grow’s business for Texas Legacy Wealth Management.
- Current market advice and protection of accounts during a recession.
Connect with Enzo:
Guest Links:
LinkedIn- https://www.linkedin.com/in/texaslegacyenzo/
Website- https://www.tlwmfinancial.com/team-member/enzo-t-pellegrino-cfp
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