Jonathan Nicolas, LUTCF, CLTC, AIF® is one of Pettinelli Financial Partners’ leading financial advisors. When asked what he does for a living, Jonathan responds with "I have the best job in the world: I coach my client family toward achieving financial freedom."
Jonathan joined the firm in 2002, and for the first five years was mentored by Dennis Pettinelli, the firm’s founder and senior advisor, from whom he learned about the financial services industry from the ground up. In 2007, Jonathan began working directly with clients and took on additional responsibilities to mentor, coach, and develop junior associates. In that year alone, he qualified to the Million Dollar Roundtable’s "Court of the Table," which placed him in the top .125 percent of all financial professionals in the world. He is also an 8-time Million Dollar Roundtable qualifier and has consistently been ranked in the top 10 percent among all John Hancock financial representatives across the country. In recognition of his industry accomplishments, Jonathan was the keynote speaker at the annual John Hancock Practice Advance Conference held in 2011 and 2013 and authored the article, The Fortune is in The Fact-Finding, January 2014, National Underwriter/LifeHealthPro.com.
Jonathan is a graduate of the University of California at Davis, where he received Bachelor of Arts degrees in both Political Science and Communication. Jonathan believes in life-long learning and has attained the following advanced education designations in the financial services industry including: Accredited Investment Fiduciary (AIF®), Life Underwriter Training Council Fellow (LUTCF), and Certified in Long-Term Care (CLTC). He has his Series 7, 66, and 24 licenses, along with licenses for life, health, and long-term care insurance.
Active in the community, Jonathan is a dedicated member of the San Carlos Rotary Club where he served as president from 2009 to 2010. He is currently on the Club’s Endowment Board. He has also served as the Vice President of the San Carlos Chapter of the Business Networking International from 2010 to 2011. Jonathan presently serves as the president on the executive board of the San Carlos Business Advantage Networking Group. He has been interviewed countless times on such topics as multi-generational financial planning and corporate fitness programs.
One of Jonathan’s philosophies is that success comes from a collaborative spirit. He takes great pride in serving as the “quarterback” for a client’s team of advisors, coordinating the efforts of their attorneys, CPAs, etc. According to Jonathan, by leveraging the intellectual capacity of the clients’ advocates and advisors, the clients have a greater likelihood of achieving their goals.
Jonathan enjoys working out, particularly his cardio hip-hop class and watching professional sports, including baseball, football, basketball, and ice hockey. He lives with Liane, his wife, in San Carlos, California, where they share their home with their Beagle mix, Scarlet Weaver Deaver Nicolas.
Jonathan’s contact information:
• Phone: 650.595.4600
• Fax: 650.362.5267
• Email: [email protected]
• CA Insurance License #0E13961