Client Relationship Manager
Janice Fong is the Relationship Manager for Pettinelli Financial Partners. She is responsible for managing and enhancing the firm’s interactions with current and future customers.
She joined Pettinelli Financial Partners in 2007 and was a client of the firm before being asked to become involved in strengthening client relationships. Janice applies her organizational skills with her keen client perspective when servicing clients. She has her California Life and Health license, Series 6, 63, and 65 securities licenses.
Janice enjoys building lasting relationships with clients and sees her role as an extension of the advisor. She says the best philosophy for success is to put yourself in the client’s shoes – treat others how you would want to be treated.
She is actively serving in her church in multiple areas and enjoys giving back through making and selling jewelry to benefit missionaries.
Janice’s contact information:
• Phone: 650.362.5207
• Fax: 650.362.5268
• E-mail: email@example.com
• CA Insurance License #0F98363