Jon Pettinelli
Wealth Advisor
555 Veterans Boulevard, Suite 100
Redwood City, CA
94063
Phone:
Email:
650.362.5214
As the Owner and President of Pettinelli Financial Partners (PFP), Jon is responsible for the leadership, planning, and broad executive management of the firm’s strategic objectives. He oversees and coordinates the day-to-day administration, information systems, client service, human resources, training, processes, and overall client experience for PFP.
After completing a Bachelor of Science in Criminology from San Jose State University, Jon joined Pettinelli Financial Partners in 2005. His role began streamlining day-to-day operations, including implementing advanced financial planning software as a more sophisticated planning tool for advisors and clients while strengthening financial processes and procedures, continuing in the growth and the evolution of the firm.
Jon purchased the firm from his father, and founder, Dennis Pettinelli in January 2019. While Dennis remains an active contributor and ambassador for PFP, Jon has led the firm to implement structural and organizational changes to help provide greater customer satisfaction, advisor guidance and development, as well as operational efficiencies and productivity. Under his leadership, he, along with the whole PFP team, has grown the firm through a more robust and fulfilling team model. By combining the core of Dennis’ philosophy of building deep client relationships with new, experienced executive management, strong teams, financial planning expertise, innovative technologies, and enhanced client experiences, Jon believes that PFP has built a legacy of caring for our client family for many generations to come.
Jon holds his Series 7 license with LPL Financial and Series 66 license with LPL Financial and Stratos Wealth Partners, as well as his California Insurance License.
In his spare time, Jon enjoys meeting up with friends to watch or attend sporting events such as the San Francisco Giants, the Golden State Warriors, and the San Francisco 49ers. You can also find him barbequing and attending Redwood City’s Music on the Square summer concert series.