Joe Santomieri is an experienced Associate Advisor at Pettinelli Financial Partners (PFP) who has been guiding clients with his professional wealth management expertise for over 20 years. Joe's association with PFP has come full circle, as he started his career in finance by working with Dennis Pettinelli in 2004. Over the years, Joe has earned several industry awards, including the National Sales Director Award from Morgan Stanley and the Million Dollar Round Table Award from John Hancock
As an Associate Advisor, Joe takes care of managing, serving, and growing client relationships at PFP. He offers objective financial advice, creates and implements plans, provides regular reviews, and collaborates with planning and client relationship teams to deliver exceptional customer experiences.
Joe's background in music performance and teaching makes him a natural educator, allowing him to clearly communicate and educate clients on financial planning strategies, insurance, and investment products, which has contributed significantly to his success. Joe's commitment to his own learning goals is evident through his acquisition of securities licenses, including the Series 7, 65, 66, SIE, and 31 licenses.
Joe and his wife, Leslie, reside in San Jose and enjoy spending time with their two adult sons. When he's not busy helping clients with their finances, Joe loves tending to his vegetable garden and attending wine tastings with Leslie. With Joe's extensive experience, exceptional communication skills, and dedication to customer satisfaction, you can trust him to provide you with the best financial advice and guidance.