As a Paraplanner for Pettinelli Financial Partners (PFP), Halle Marquard’s goal is to provide her team of advisors with all the support, resources, research, preparation, follow up and client contact needed to build financial plans and providing exceptional client service.
Halle graduated from Menlo College with a degree in Business Finance in just 3 years. She achieved Deans list each year and was invited to join the Beta Gama Sigma Honor Society. In addition, she participated in a five-month internship with a San Francisco based private equity firm. Halle is also studying for her FINRA investment licenses.
Halle was attracted to joining PFP because of the firm’s commitment to client centered planning through experienced advisor teams and staff. She is also impressed with PFP’s dedication to community outreach.
A native of San Jose, Halle gained valuable client service and quality assurance experience with a luxury retail organization while also volunteering her time to the YMCA and as a soccer coach for her former high school. She currently lives in Menlo Park and is a devoted fan of the San Jose Sharks and San Francisco Giants. She also loves to paint and enjoys hanging out with her cat, her family, and her close friends.