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Alex Pacheco

Alex Pacheco

Client Relationship Manager

 

Alex Pacheco is a Client Relationship Manager with Pettinelli Financial Partners. She is dedicated to strengthening client relationships and works with the advisor teams to enhance the client’s experience with the firm.

Alex has been in the industry for the past 9 years and had been affiliated with John Hancock where she acquired her California Insurance License. Her passion is to help families reach financial stability that will provide security at a time they need it most. She knows first-hand the value of insurance protection in part, from the challenges she has faced in her own life. Alex states that "Coming to know the Insurance industry has given me an entirely new outlook in my career. I truly enjoy being able to provide quality service to our valued clients. I believe that when we impart knowledge to secure our loved one’s future, it gives people that valuable "peace of mind."

Family and spirituality are the most important aspects to Alex's life. With her family, she strives to lead by example with a goal to face each day with a positive attitude. Being responsible and respectful are just a few qualities she applies, and strongly believes that every day is a lesson. Alex believes in treating others how she would want to be treated, sometimes, even going the extra mile. During her free time, Alex takes time to do countless types of voluntary community service each week, practices different types of art and enjoys travelling.

 

Alex's contact information:

  • Phone: 650.362.5298
  • Fax: 650.362.5271
  • E-mail: Alex@pettinellifp.com