Jules Cohen plays an integral part at Pettinelli Financial Partners ensuring excellence in administrative activities and assisting advisors with research and support on their client cases and portfolios. An invaluable resource to the firm, Julies uses his skills and talent as a private investigator to research life insurance policy information and track down any clients who have not been contacted recently or could become “orphans” without an active advisor. “We always strive for the best customer service and to make sure all of our clients have an assigned, active and engaged advisor by their side.”
After a successful 33 year financial services career with John Hancock Life Insurance where he began as an agent and advanced to sales management, Jules turned his focus to supporting the firm. He joined Pettinelli Financial Partners in 1990. He currently holds his CA life insurance license and earned his Life Underwriter Training Council Fellow (LUTCF) designation.
A resident of Petaluma, CA, Jules enjoys hobbies including crossword puzzles, private investigations, and research projects. He believes that to keep sharp in this industry or in any endeavor is to keep up with the changes.
Jule’s contact information:
• Phone: 707.658.2078
• E-mail: [email protected]
• CA License #0158653