Joe Santomieri is a Financial Advisor at Pettinelli Financial Partners (PFP) with more than 20 years of experience in professional wealth management. His journey with PFP has come full circle—he began his career in finance working alongside Dennis Pettinelli in 2004. Over the years, Joe has received several industry recognitions, including the Million Dollar Round Table Award from John Hancock.
In his role, Joe focuses on managing, serving, and deepening client relationships. He offers personalized financial advice, creates and implements financial plans, provides ongoing reviews, and works in partnership with the firm’s planning and client service teams to deliver a coordinated and attentive client experience.
With a background in music performance and teaching, Joe brings a natural ability to educate and clearly communicate financial concepts. His clients value his thoughtful approach when discussing financial planning strategies, investment options, and insurance solutions. His commitment to professional growth is reflected in his credentials, which include the Series 7 and 31 licenses (held through LPL Financial), and the Series 65 and 66 licenses (held through LPL Financial and Stratos Wealth Partners).
Joe and his wife, Leslie, live in San Jose and enjoy spending time with their two adult sons. Outside of work, Joe enjoys cultivating his vegetable garden and exploring local wine regions with Leslie. With his extensive experience, clear communication style, and commitment to client service, Joe delivers personalized financial guidance tailored to each individual and family he supports.