About My Practice
Financial freedom: the liberty to do, be, give, and have all that you dream of for your family, and a lasting legacy to the generations that follow.
Maintaining our clients' financial health and stewardship is our most important goal and we take that responsibility very seriously and give it our top priority. We sincerely want our clients to enjoy peace of mind and be free to pursue their dreams. But first we must establish a mutual environment of trust, loyalty, and dedication. This can result in a client-investment advisor relationship that becomes a long-term bond of friendship and respect.
We are a completely independent financial advisory firm, and therefore totally free of outside pressures and obligations that can be imposed by others. This allows us to devote our attention to your goals and dreams, not someone else's. With Pellecchia Financial Services helping you navigate the world of personal investing, you're free to soar toward your potential, to live victoriously.
We take our awesome responsibility as your financial steward with humble respect and dedication. And at the same time we get great personal satisfaction from turning a client's financial dreams into reality - something that helps us reward those who have placed their faith in us. We welcome the opportunity to serve you.
To be our clients personal Chief Financial Officer, helping them be good stewards of their financial blessings. Our investment planning approach is to examine their lifetime financial goals and provide the guidance, experience, and understanding to achieve them. Then most importantly we'll maintain and build on those goals. We take on the responsibility of managing client wealth and investment planning efficiently and effectively while keeping them informed, but freeing them from the paperwork and other financial management burdens.
Our goal is to provide a calm, reasoned approach to financial guidance intended to provide clients with peace of mind while achieving their financial objectives. We support our client's unique, individual goals using specialized tools and skills to provide coordinated strategies for estate, tax, retirement planning, and investment planning objectives. We craft a financial blueprint in which all the pieces fall into place to help to avoid the worry of disjointed, incomplete, and counter-productive strategies so clients may be confident that their wealth is developed consistent with their wishes and ideals. We feel blessed to be a trusted guardian of our client's financial health.
J.D. Pellecchia is a Tampa, Florida based Certified Financial Planner™ practitioner and Certified Investment Management Analyst professional. Prior to establishing Pellecchia Financial Services in 2006, he served his country with honor for nine years in the United States Marine Corps as a naval aviator in the EA-6B aircraft. He received his Bachelor of Science in Accounting and Finance from Florida State University and an International MBA from Georgetown University in Washington, DC. His background includes over ten years of successful financial analysis and investment planning with Merrill Lynch and Private Bank at Bank of America, where he met the rigorous education, examination, experience and ethics requirements necessary to earn the Certified Financial Planner™ designation.
J.D.has also earned the Qualified Kingdom Advisor™ designation, which recognizes him as a committed Christian financial professional who has met high standards in training, integrity, character, and competence as an Advisor, Leader and Counselor.
J.D. serves as the Chairman of the Board for First Priority Tampa Bay. He established the All Pro Dad Chapter at Mitchell Elementary and currently serves as Team Captain. J.D. serves as Assistant Scoutmaster for the Boy Scouts of America at his son’s Troop 22. In the past, he served on the Board of Directors for the Children’s Cancer Center (former Secretary and Treasurer). He has also served in various leadership positions in his church (Missions Committee, Finance Committee, Crown Financial Ministry) and he is the former President of the Mitchell Elementary Foundation. Also, he is an outdoor enthusiast - a “top 20? finisher in the Hawaii Half-Ironman Triathlon many years ago and was a Little League baseball and softball coach. J.D. enjoys spending time with friends and family. He is married with two children, ages 12 and 10.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 63, 65
Life insurance: FL, TN, SC, OH, Health/disability insurance: FL, TN, SC, OH, Fixed annuities: FL, TN, SC, OH, Variable annuities: FL, TN, SC, OH
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Investment Management Analyst (CIMA®)
- Other - Qualified Kingdom Advisor™
VSR Financial Services
Securities & Advisory Services Offered through VSR Financial Services, Inc., A Registered Investment Adviser and Member FINRA/SIPC. Pellecchia Financial Services is independent of VSR.
Considerations: Almost exclusively Fee-based. One type of investment offered is a Commission only option.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.