Who We Are

We live and work in the same community as our clients, and we are proud of the work we do.

Our team is made up of highly educated and professional individuals who understand that you, the client, come first. We want to help you generate and preserve wealth through every phase of your life: from the accumulation years to the retirement income stage to leaving a legacy for the next generation. And then we want to assist the next generation too.

Our team is dedicated to providing financial solutions to our clients that meet their individual needs and objectives, and we keep their best interests in mind at all times.

We are committed to helping our clients understand the proper role of various financial instruments in their portfolios.

Here at Pettinelli Financial Partners, we take pride in our staff.

Click each link below to learn more about the individuals who make up our team.


Dennis Pettinelli

p. 650.362.5204
f. 650.362.5265

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Jonathan C. Nicolas

Investment Advisor Representative
p. 650.362.5213
f. 650.362.5267

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Jon Pettinelli

Director of Operations
p. 650.362.5214
f. 650.362.5266

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