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Anthony Pellegrino

GOLDSTONE FINANCIAL Group

Founder & CEO

Anthony Pellegrino has dedicated his practice not only to helping individuals plan for their financial future, but also remaining by their side as a partner in achieving their desired results. He provides financial strategies targeted at achieving consistent, reliable returns regardless of market fluctuations and uncertainties. He does this by putting your needs first. As a fiduciary, Anthony has a legal responsibility to put your needs ahead of his own and is held to a higher ethical standard than non-fiduciary advisors.

Anthony has helped more than 2,500 clients bridge the paycheck gap during retirement by utilizing accounts with lifetime income features to guarantee earnings and create a paycheck for life. He also offers professional asset management through a diverse portfolio of actively managed accounts and securities.

Anthony's Impact

You may have seen Anthony on Sunday mornings on CBS 2 as the co-host of the television show ā€œSecuring Your Financial Future.ā„¢ā€ The show previously aired for five years on WLS 890AM radio, where it was ranked one of the most listened to* financial and economic radio talk shows in Chicago.

Anthony is honored to be recognized as a financial authority in the Chicagoland area. He holds a Series 65 securities license and is an Investment Advisor Representative (IAR) of Goldstone Financial Group, which is a Registered Investment Adviser (RIA). He also holds an Illinois insurance license.

In his spare time, Anthony enjoys spending time with his wife and three sons. He has a passion for supporting the U.S. military and is an active advocate and sponsor of the USO and Operation Support Our Troops, and he supports many other local charities throughout the Chicagoland area.

*as ranked by Nielsen Audio

Anthony Pellegrino
Have Questions for Goldstone Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us.

Frequently Asked Questions About Anthony Pellegrino
How old is Anthony Pellegrino?

47

Is Anthony Pellegrino a fiduciary?

Yes. Anthony Pellegrino and every advisor at Goldstone Financial Group are fiduciaries, which means that we are required to place our clientsā€™ best interests ahead of our own. As investment adviser representatives (IAR), we are required by law to adhere to our fiduciary responsibility and uphold those standards for every one of our clients.

Which securities license(s) does Anthony Pellegrino and Goldstone Financial Groupā€™s Advisors hold?

Anthony Pellegrino holds a Series 65 securities license, as well as various multi-state insurance licenses. As a firm, Goldstone Financial Group is an SEC Registered Investment Adviser (RIA) and fiduciary firm with multiple financial advisors holding licenses and designations including Certified Financial Planner (CFPĀ®), Series 6, Series 63, Series 65, Series 66, and Series 7.

Why did you become a financial planner?

I saw there was a need to help people who are planning for retirement to go above and beyond just having a portfolio. I wanted to introduce people to what a truly all-inclusive retirement plan can be; one that covers all aspects of retirement, from investment and income planning, to tax, healthcare, and estate planning.

How long have you been in the financial industry?

Over 20 wonderful years!

What is your investment strategy?

Our investment strategy involves a tailored approach that brings together full comprehensive plans which include investment planning, income planning, tax planning, healthcare planning, and estate planning.

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