Parker Pellegrini

Parker Pellegrini
Portfolio Manager, Pellegrini Financial


Session Details: Tech Strategies for Efficiency and Growth: Parker has harnessed technology to increase efficiencies in his business, allowing him to dedicate more time to business development and client relationships. Explore Parker's tech-driven strategies for business growth.

 


Bio:

Parker is engaged in business development and in preparing and evaluating ongoing planning reviews with our clients. His professional approach and passion for helping clients achieve their financial milestones takes into consideration taxation issues, cash flow analysis, insurance needs, estate planning and investment management and makes him a valued member of the Pellegrini Financial team.

 

Parker brings diverse experience to the team, having graduated from the University of Alberta in Electrical Engineering and earning his P. Eng. He is a Certified Financial Planner and has been awarded the Chartered Financial Analyst designation. Parker currently holds both mutual funds and insurance licenses in Alberta and Saskatchewan.

 

Parker’s young family keeps him busy. His wife is a Registered Nurse in the operating room at the Red Deer hospital and he has three kids, the oldest just turned four. Parker and his wife both enjoy sports and have travelled extensively around the world. If you’re planning a trip, he’ll be excited to discuss your plans.

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