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District 5150 Rotarian of the Month

District 5150 Rotarian of the Month for December, 2015 is Dennis Pettinelli, long-time member of the Rotary Club of Belmont & Redwood Shores.

Dennis is a major donor of The Rotary Foundation and a significant contribu­tor to his club. Personally and through his firm, Pettinelli Financial Partners, he supports Rotary Clubs in addition to his own. His son-in-law Jonathan Nicolas is a member of San Carlos Rotary

Dennis has been a member of Belmont Rotary since 1984, and has served as President, Treasurer, and Foundation Chair. He inducted Belmont Rotary’s first woman member. He has frequently assisted with the club’s Gretchen Ross Legacy Teacher Mini-Grant program and has been a strong financial supporter of that program. He has chaired many casino nights, pancake breakfasts and blood drives. Years ago, when 12-year-old Lance Turner was kidnapped, Dennis researched and brought to Belmont a program to help teach children and parents safety habits. The program utilized coloring books and was funded by Belmont Rotary.

This year, Dennis initiated a fundraiser on behalf of Be The Match Foundation, a unique nonprofit that delivers cures to blood cancer patients. Every four minutes someone is diagnosed with a life-threatening blood disease like leukemia, lymphoma, or sickle cell anemia. For many, the only chance for a cure is a marrow transplant from someone outside their family. The fundraiser, a golf tournament held in August at Peninsula Golf & Country Club, was in recognition of an advisor who has been with Dennis’ firm for nine years, during two of which he has battled a rare lymphoma requiring two stem cell transplants.

On the district level, Dennis has served as Vocational Service Chair, and he and his wife have hosted a number of Rotary youth exchange students/young professionals, including “Rosie” from Venezuela, who spent four months living with the Pettinelli family. The Pettinelli’s have been contact persons for college students over the years and hosted them in their home many times, sometimes serving as “emergency” hosts for students/young professionals who missed their air connections in San Francisco.

Dennis Pettinelli exemplifies the very highest principles on which Rotary is based, and this recognition provides an important example to other Ro­tarians and to the community of the tremendous value of being involved with Rotary.


Pettinelli Financial Partners Named as Finalist in National Practice of the Year Competition

This Redwood City-based firm was recognized for excellence in practice management and client service.

Pettinelli Financial Partners of Redwood City Named as Finalist in Signator Investors™ “Practice of the Year” Competition Firm Recognized for Excellence in Key Areas of Practice Management and Client Service

As Reviewed by Independent International Management Consulting Firm

Pettinelli Financial Partners of Redwood City, led by President Dennis Pettinelli, CLU, ChFC, CLTC, LUTCF, was named as a finalist in Signator's “Practice of the Year” competition, sponsored by National Financial, for the firm's excellence in key areas of practice management and client service.

As part of the finalist selection process, Pettinelli Financial Partners underwent a rigorous assessment conducted by the international management consulting firm Business Health, which reviewed client management, internal planning and structure, external relations, staffing and technology capabilities, and overall practice performance.

“This recognition is no surprise to us,” said Luiz Boscardin, MBA, CRPS, head of John Hancock Financial Network – Pacific Financial Partners. “Dennis has consistently demonstrated exceptional abilities in overseeing a well-run firm that that provides high value to its clients and community every day.”

Pettinelli began his financial services career with a goal of building a successful practice and devoted client base founded on long-term relationships. As a coach and mentor, Pettinelli has recruited, trained, and developed John Hancock financial professionals in northern California for nearly 30 years. Today, he oversees a financial services firm that focuses on multi-generational planning. The firm created and implemented the Advisor Team Model, a new framework for agency organization in which each client is assigned to a team that oversees the client's service requirements. The firm's mission is to provide information and coaching that equip clients to make the appropriate financial decisions to meet their goals and dreams.

Pettinelli has received numerous awards over the years, including John Hancock Financial Network Representative of the Year in 2007 and 2012, MDRT Top of the Table and President's Roundtable multiple years. In 2013 Pettinelli was named one of Signator Investors top ten representatives nationwide.

“We congratulate Dennis for his outstanding work in serving his clients,” said Brian Heapps, CLU, ChFC, president of John Hancock Financial Network (JHFN). “We're proud of his achievements and we're honored to have Pettinelli Financial Partners affiliated with Signator .”

In order to be considered, Signator's financial advisors must register and complete Business Health's HealthCheck, a web-based business assessment tool that benchmarks a practice in several key areas. Among all HealthChecks received, five finalists were selected to receive a site visit from Business Health. The winner will be announced in January 2015.

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Dennis Pettinelli Named Representative of the Year

Pettinelli Financial Partners is a multigenerational financial services firm based in Redwood City, CA. Its goal is to help people be successful in all aspects of their financial lives by helping them to think holistically about their lives and personal goals, and how to best position their time, energy, and assets. The firm believes its clients should understand what they are invested in, and as a result of that philosophy, focuses on client education.

Securities and investment advisory services offered through Signator Investors, Inc., member FINRA/SIPC, a registered investment adviser. 197 Clarendon St., Boston, MA 02116.

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