Leslie Pettinelli

Leslie Pettinelli

Investment Advisor Representative

Phone: 650.362.5203
Fax: 650.362.5269
Mobile Phone: 650.362.5203
E-mail:
 

Leslie Pettinelli, daughter of founder and President Dennis Pettinelli, joined Pettinelli Financial Partners in August 2011. Because Dennis's career has spanned four decades, Leslie feels like he has been preparing her for this financial services path all her life. She earned her Bachelor’s Degree in Kinesiology and Leisure Studies from Whittier College with the goal of using this expertise to complement the firm’s focus on healthy living. In her time at Pettinelli Financial Partners, she has earned her California life and health licenses as well as her Series 6, 63, and 65 licenses for investments.

Leslie has held multiple roles at Pettinelli Financial Partners. As the marketing coordinator from 2011 to 2014, she was responsible for communications, client events, and the firm’s extensive community presence. Beginning in 2012, Leslie started training with Dennis Pettinelli and Jonathan Nicolas, with the goal of becoming a financial advisor.

Prior to joining Pettinelli Financial Partners, Leslie had a 14-year career with Western Athletic Clubs where she had the opportunity to be a service provider, department head, regional manager, and sales lead. She brings her passion and experience in work/life balance and health to the culture and client experience at the firm. With the support of the management team, Leslie started the first corporate wellness program at Pettinelli Financial Partners in 2015 and looks forward to continuing to invest in employee wellness.

In September 2014, Leslie started working side by side with Dennis to service a select group of clients. She feels that it is important to understand all aspects of clients’ lives and takes a goals-based approach to planning. While Leslie works with people of all ages and demographics, she recognizes that women are very under served in this industry and is dedicated to educating women of all ages on their current financial plan, as well as what their options are if they would like to make any changes.Leslie grew up as a competitive swimmer and played collegiate soccer and water polo. She continues to participate on co-ed soccer, kickball, and softball teams in San Francisco where she currently resides. She also likes to go for the occasional Bay Swim at Dolphin Park. On the weekends you might see her walking her dog, Lucky, around San Carlos and Redwood City. Leslie is also an avid fan of the San Francisco Giants--so much so that she moved across the street from AT&T Park. She also roots for the San Francisco 49ers and the San Jose Sharks.

Leslie’s contact information:

•    Mainline: 650.595.4600
•    Phone: 650.362.5203
•    Fax: 650.362.5269
•    E-mail: leslie@pettinellifp.com
•    CA Insurance License # OI81517

 

SMAR# 146-20150413-227503