Jon Pettinelli is the President 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 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.
*The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor’s excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production is not a criteria for winner selection. The competition was open to all advisors and of 55 applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors do not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Jon's contact information:
• Phone: 650.362.5214
• Fax: 650.362.5266
• E-mail: Jon@pettinellifp.com
• CA Insurance License #0G13152