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Janice  Fong

Janice Fong

Client Relationship Manager

Janice joined Pettinelli Financial Partners in 2007; her journey started as a client before being asked to join as a staff member. Currently, she is the Client Relationship Manager and oversees the service department. In doing so, she is responsible for managing and enhancing the firm’s interactions with current and future clients and applies her organizational skills with her keen client perspective when servicing clients by building lasting relationships with clients. Janice often describes seeing her role as an extension of the advisor/client relationship. 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. Janice holds her Series 6 licenses, held through LPL Financial and Series 63 & 65 licenses, held through LPL Financial and Stratos Wealth Partners and the California Life and Health license. As a first-time grandmother, she spends as much time as she can in Oregon to visit her grandson. She also enjoys baking and trying out new recipes in her free time.