John Pellosie, CFP®, CEPA

As an Advisor for Commonwealth Financial Network®,  John joined Legacy Planning’s Lehigh Valley office in 2018, after working with the firm as an intern while in college. In his role as Advisor, John works alongside Jan Graybill and Matt Kulp, creating and implementing financial plans for individuals, families, and business owners.

John graduated Summa Cum Laude from DeSales University in 2017 with a Bachelor of Science in Finance and Accounting. During his senior year, he received the PICPA Outstanding Senior Award, the highest student honor given by the DeSales Division of Business.

After graduation, John worked for one of the Big 4 public accounting firms as an Audit Associate based in Philadelphia. During this time, he completed all of the CPA exams within 6 months, and returned to Legacy Planning with a desire to use his education and experience to have a positive impact on the lives of Legacy’s clients.

John’s  strengths are his drive to find the optimal solutions for Legacy’s clients while clarifying complex strategies, which creates value and trust between Legacy’s clients and advisors.  Furthermore, his role allows him to use both his analytical and communication skills to engage in a meaningful way with existing and prospective clients.

A lifelong resident of the Lehigh Valley, John lives in Allentown with his wife, Leslie. He is active in the Lehigh Valley Chamber of Commerce’s Young Professionals events. He also serves on the Diocese of Allentown’s Young Adult Commission and the St. Vincent de Paul Society.

John offers securities and advisory services through Commonwealth Financial Network®.

3440 Hamilton Blvd. 
Allentown, PA 18103