Jon Pettinelli is the President of Pettinelli Financial Partners. His responsibilities include leadership, planning, and broad executive management of the firm’s strategic objectives. He oversees and coordinates the day-to-day administration, information systems, client service, human resources, training, processes, and overall client experience for PFP.
Jon along with his brother-in-law Jonathan Nicolas purchased the firm from his father and founder Dennis Pettinelli in January 2019. While Dennis remains an active contributor and ambassador for PFP, Jon has led the firm to implement structural and organizational changes to ensure greater customer satisfaction, advisor guidance and development, as well as operational efficiencies and productivity. Under his leadership, he, along with the whole PFP team, has grown the firm through a more robust and fulfilling team model.
By combining the core of Dennis’ philosophy of building deep client relationships with new, experienced executive management, strong teams, financial planning expertise, innovative technologies, and enhanced client experiences, Jon believes that PFP has built the best possible firm to ensure the Pettinelli legacy of caring for our client family for many generations to come.
After completing a degree in Criminology from San Jose State University, Jon joined Pettinelli Financial Partners in 2005 working in his role to streamline day-t0-day operations, including implementing advanced financial planning software as a more sophisticated planning tool for advisors and clients while strengthening financial processes and procedures. These accomplishments all led to increased growth and the evolution of 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 judgment 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, Certified in Long Term Care, and Behavioral Financial Advisor.
In addition, Jon and the PFP team continue a long history of reaching out to the community such as Catholic Charities, the Redwood City Police Activities League (RWC PAL), local Rotary Clubs, St. Anthony’s annual toy drive, the Bonnie J. Addario Lung Cancer Foundation, and the Autism Society’s charity golf tournament.
In his spare time, Jon enjoys meeting up with friends to watch or attend sporting events such as the San Francisco Giants, the Golden State Warriors, and the San Francisco 49ers. You can also find him barbequing and attending Redwood City’s Music on the Square summer concert series.
*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