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Jon  Pettinelli

Jon Pettinelli

Director of Operations & CFO

Jon Pettinelli is the Director of Operations for Pettinelli Financial Partners. His responsibilities include a lead role in handling the day-to-day operations of the firm, business planning, assisting in the management of the firm’s junior associates, as well as providing support and analysis for financial plans.

After completing a degree in Criminology from San Jose State University, Jon joined the Pettinelli family business in 2005 as a marketing coordinator in what was then known as the Mission Pettinelli Agency. Jon’s role continued to evolve as he became more actively involved in working with clients and in transforming the structure of the agency to becoming Pettinelli Financial Partners.

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.

A resident of Redwood City, Jon enjoys relaxing and barbequing with friends, as well as attending sporting events, especially Giants game.

Jon's contact information:

• Phone: 650.362.5214
• Fax: 650.362.5266
• E-mail: [email protected]
• CA Insurance License #0G13152