Sandy Pellegrini

Sandy serves as Client Concierge and Senior Services & Strategic Partnerships Liaison at Life By Design Investment Advisory Services, helping extend our high-touch approach to wealth management beyond financial planning and into the real-life transitions our clients and their families experience.

As clients move through retirement and later stages of life, financial decisions often intersect with questions about aging in place, healthcare, housing, long-term care and family support. Sandy serves as a central point of connection between our clients, the Life By Design advisory team and a growing network of trusted professionals and community resources

Senior Services & Life Transitions

Working alongside the financial planning completed by Life By Design, Sandy helps clients and their families identify and connect with appropriate resources for:

• Aging in place and in-home care services
• In-home care assessments and support resources
• Assisted living and senior living options
• Long-term care transitions
• Home health and medical support resources
• Medicare benefits specialists
• Veterans and VA benefits resources
• Senior relocation, downsizing and housing transitions
• Estate planning attorneys, CPAs and other professional advisors

Sandy’s role is one of concierge and liaison. She does not replace the medical, legal, tax, insurance or other professionals who provide specialized advice. Instead, she helps families identify resources, make connections and coordinate with the appropriate professionals as circumstances and needs change.

The goal is simple: when a financial plan encounters a real-life transition, our clients don’t have to navigate the next steps alone.

Strategic Partnerships

Sandy also develops and strengthens Life By Design’s network of strategic partners and Centers of Influence, building relationships with professionals whose expertise complements our financial planning and wealth management services.

From CPAs and estate planning attorneys to Medicare specialists, VA benefits resources, senior care professionals and community organizations, these relationships deepen the resources available to our clients and their families.

It is part of our broader commitment to providing a highly personalized, concierge-level experience and becoming a trusted resource families can turn to throughout the many stages of life.

About Sandy

Sandy brings more than 20 years of client service and relationship-building experience from her career in California real estate. Her experience guiding individuals and families through significant life and housing decisions provides a natural foundation for her role at Life By Design.

A California native who recently relocated to Dana Point, Sandy earned a Bachelor of Arts in Behavioral Science from San Jose State University and is a California-licensed real estate professional (DRE #01914703). Prior to joining Life By Design, she also worked with nonprofit organizations and developed a particular passion for supporting and uplifting others through her work.