Enzo T. Pellegrino, CFP^®

Founder, CEO & Wealth Advisor

enzo@tlwmfinancial.com
 

Enzo T. Pellegrino, CFP® is the founder of TLWM Financial.  He has over 20 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 2017 & 2018* and as part of the Best-In-State Wealth Advisors 2018, 2019, 2021 & 2022**.  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 TLWM Financial. 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 TLWM Financial 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.

In his spare time, Enzo enjoys fishing, watching sports but most importantly spending quality time with his three children, friends and family.

*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.