Allison Steele joined the firm in 2016 after over 10 years in customer service and management bringing her passion for building strong client connections and incorporating impactful marketing, advertising and event management skills to the firm. She was soon promoted to Client Relationship Manager supporting the Pettinelli Financial Planning advisor teams by preparing case materials, handling service requests, and strengthening client relationships.
A native to the Bay Area, Allison was born and raised in South San Francisco where she currently resides with her dog, a Chihuahua Terrier mix named Sir Benedict Blanco. She enjoys adventure and taking impromptu foodie road trips to find California’s delicious hidden gems and discover new sights. She is also an avid sports fan with a well-founded love for the San Francisco Giants, Golden State Warriors, and the Kansas City Royals…because her father said so. Additionally, Allison is a self-proclaimed Disney fanatic visiting the park regularly with a special fondness for The Little Mermaid. “My focus is to do everything within my power to work with our advisors to help make our clients’ financial dreams come true.”