J.D. Pellecchia, CFP®, CIMA®, CKA® is the owner and CEO of PFS Financial, a comprehensive, boutique wealth management firm located in Tampa, Florida. Prior to establishing PFS Financial in 2006, he served his country with honor for nine years in the United States Marine Corps as a Naval Aviator in the EA-6B aircraft. He received his Bachelor of Science in Accounting and Finance from Florida State University and an International MBA from Georgetown University in Washington, D.C. Building on the foundation of his education and experience as a 4th generation Marine Corps officer, J.D.’s background includes over two decades of successful financial analysis and investment planning.
As an avid advocate for many charitable organizations in the Tampa Bay area, J.D. is honored to currently serves in volunteer advisory positions with First Priority Tampa Bay, the Salvation Army, the FSU School of Business’ Accounting Department, and his local church, South Tampa Fellowship. J.D. is also an outdoor enthusiast. He’s completed the Marine Corps Marathon four times and distinguished himself as a top 20 finisher in the Hawaii Half-Ironman many years ago. J.D. enjoys spending time with his family and friends. He is the husband of Julie and father of two young adult children, Tye and Amelia.