Jedd Nicolas is a Financial Advisor who works with the clients of Pettinelli Financial Partners to help them through a holistic process of financial planning. He has earned the prestigious Certified Financial Planner® (CFP) certification, which is a recognized standard of excellence for competent and ethical personal financial planning in the industry.
Jedd began his financial guidance journey in 2006 with Pettinelli Financial Partners and then moved on to work with a firm of Registered Investment Advisors (RIAs) in 2016. An RIA is an advisor or firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. After he gained this additional investment experience and an acute understanding of fiduciary responsibilities to clients, Jedd returned to Pettinelli Financial Partners in 2018 to bring this involvement of investing, investment trading, and working with a network of other RIAs, tax planners, clients, and pension plans to the firm.
Jedd’s clients choose to work with him because of his friendly style, his added credentials as a financial advisor, and his concentration on providing the best, holistic financial guidance, and advice to clients. His natural ability of asking questions and listening to what is most important to his clients sets him apart from other advisors in the industry. Clients appreciate that he takes the time to understand their unique financial situation and implement effective strategies to help meet their needs. The benefit to his clients is the peace of mind they can achieve in knowing they have developed a strategy to build wealth and to protect their lifestyles and the people they care about.
In addition to receiving his CFP®, Jedd earned his bachelor’s degree in Corporate Finance and Financial Services from San Francisco State University. Outside of the office, Jedd spends his free time with his wife, Marivel, as they raise their young daughter, Sophia, in Redwood Shores, California.