Eric Birdthistle is a dedicated Paraplanner at Pettinelli Financial Partners (PFP), where he supports the firm’s financial advisors in delivering personalized financial strategies. His role involves gathering and analyzing financial data, creating customized reports, and preparing detailed presentations to help clients understand their financial options and recommendations clearly.
Eric also collaborates closely with advisors to manage client relationships, ensuring that service needs are met with care and attention. He actively monitors client accounts, tracks progress on financial plans, and provides updates on any changes that may affect their strategies, always aiming to deliver proactive guidance.
Eric joined PFP in 2024 while pursuing a Bachelor of Science in Commerce with a major in Finance at Santa Clara University. His strong academic foundation and enthusiasm for financial planning allow him to contribute significantly to the firm’s success.
Outside of work, Eric enjoys cheering on Bay Area sports teams, exploring the outdoors, and coaching club lacrosse. His dedication to helping clients work towards their financial goals and his enthusiasm for building strong relationships make him a valuable asset to the PFP team.