Enzo T. Pellegrino, CFP®
Enzo T. Pellegrino, CFP®
President & Wealth Advisor
Enzo T. Pellegrino, CFP® is the founder of Texas Legacy Wealth Management. He has over 18 years 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* and as part of the 2018 Best-In-State Wealth Advisors** list. 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.
A native Texan, growing up in central Texas, Enzo learned many valuable lessons, including the value of a dollar, the importance of building long-term relationships and how through hard work and dedication, goals can be accomplished. When he started Texas Legacy Wealth Management he wanted words like caring, kindness, understanding, and wisdom to define the firm. Why? Because that’s how you treat the people you care about.
Enzo received his BBA with a specialization in banking and finance from The University of the Incarnate Word. Enzo is proud to have given back to the University by serving as a past member of the Board of Trustees, UIW’s Planned Giving Council and as past President of UIW’s Alumni Association.
Enzo and his wife, Kristy, have three young children, Enzo III, Isabella and James. For relaxation, Enzo enjoys spending time with friends and family, fishing, and watching sports.
*The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.
**The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.