Gisel Aguilar prides herself on her strong communications skills, attention to detail, and her ability to work in a team environment to promote efficient and collaborative processes. As a Client Relationship Manager for Pettinelli Financial Partners, she supports one of the firm’s advisor teams and she’s accountable for a host of responsibilities, including preparing applications and forms, managing calendars, and handling clients’ service-related questions and requests. “As a first point of contact for clients with our firm, I am keenly focused on building and maintaining strong, personal relationships.”
Gisel is a life-long resident of the Menlo Park area. A fan of the outdoors, rollercoasters and enjoying California beaches, she is willing to jump in to learn new things and use her background in client service and office management to enhance the client experience at PFP.