GOLDSTONE FINANCIAL
Co-Founder
Michael Pellegrino has helped more than 2,000 clients manage and achieve their financial goals over the past decade, using a personalized approach. He does not believe there is a “one-size-fits-all” strategy when it comes to managing his clients’ portfolio. In contrast, he believes that each clients’ needs should be addressed with a customized plan specially tailored for that individual – a strategy that helps manage risk while achieving realistic, attainable goals.
Michael first entered the financial industry as a trader specializing in stocks, but he quickly advanced to trading futures and commodities. “As a trader, you must learn how to become successful at managing risk in different market environments,” Michael says. He decided to use his knowledge and expertise to transition to helping people manage their investments and retirement portfolios.
He uses innovative solutions to capture long-term gains while limiting loss. Michael’s expertise extends to investment management and income planning strategies that help his clients bridge the paycheck gap and create predicatable payouts in retirement. As Warren Buffett said years ago regarding investing, “Rule No. 1: Never lose money. Rule No. 2: Don’t forget Rule No 1.”
Michael's Impact
Michael co-hosted the financial and economic television show “Securing Your Financial Future,” which aired Sunday mornings on CBS. The show previously aired for five years on WLS 890 AM radio. He has also been featured in The Wall Street Journal, Forbes, U.S. News, Newsweek, along with other significant publications and seen on CNBC and The Street.
He is an Investment Adviser Representative (IAR) who operates under the fiduciary standard, meaning he has a moral and legal responsibility to put his clients’ needs ahead of his own. He also holds a Series 65 license and an Illinois life and health insurance license.
In his spare time, Michael enjoys exploring the western suburbs of Chicago with his wife and four children. He especially enjoys the summer months jet skiing on Fox River. He and his family are very involved in their community and local church.
*As Seen On: Chicago Magazine, WLS 890AM, The Wall Street Journal, Fox Business, Closing Bell, Newsweek, Kiplinger, CNBC, Investor’s Business Daily, Fox News Channel, MSNBC, Forbes, Money, CNN, Bloomberg Business Week, and U.S. News,
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy please contact us today.
Our Impact
Schedule a Meeting
To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy please contact us today.