Jon Pettinelli is a Managing Executive for Pettinelli Financial Partners. His responsibilities include a lead role in handling the day-to-day operations of the firm, business planning, as well as strategic planning. He is a Partner and CFO of the firm working with the other members of the executive leadership team: Jonathan Nicolas, Robert Olsen and Jedd Nicolas to expand, grow and transform the organization into even more efficient and effective Service Teams to meet the needs of clients.
After completing a degree in Criminology from San Jose State University, Jon joined Pettinelli Financial Partners in 2005 working in his role to grow and evolve this highly successful financial firm. He became a partner in 2014 and the following year, the firm earned the Practice of the Year Award from Signator Investors, Inc. This award was based on the evaluation and judgement of the firm by an independent panel of practice management experts.
Jon holds his Series 7 and 66 licenses, as well as his California Insurance License. He has earned advanced education designations including Life Underwriter Training Council Fellow, Financial Services Specialist, Accredited Investment Fiduciary, and Certified in Long Term Care.
Jon's contact information:
• Phone: 650.362.5214
• Fax: 650.362.5266
• E-mail: Jon@pettinellifp.com
• CA Insurance License #0G13152