Broker Check

Pettinelli Financial Partners

Here at Pettinelli Financial Partners, we take pride in our staff. 

Click each link below to learn more about the individuals who make up our team.


Advisors

Robert  Olsen

Robert Olsen

Financial Planner

650.595.4600

650.362.5277

Jedd Nicolas

Jedd Nicolas

Financial Planner

650.595.4600

650.362.5125

Kevin Shelton

Kevin Shelton

Financial Planner

650.595.4600

650.362.5282

Zana Lugo

Zana Lugo

Financial Advisor

650.595.4600

650.362.5283

Celeste  Lee

Celeste Lee

Financial Advisor

650.595.4600

650.362.5289

Toan  Le

Toan Le

Financial Advisor

650.595.4600

650.362.5276

Jonathan  Becker

Jonathan Becker

Registered Representative

650.595.4600

650.362.5293

Support

Janice  Fong

Janice Fong

Client Relationship Manager

650.595.4600

650.362.5268

Melody  Manzanedo

Melody Manzanedo

Client Relationship Manager

650.595.4600

650.362.5234

Alex Pacheco

Alex Pacheco

Client Relationship Manager

650.595.4600

650.362.5271

Allison  Steele

Allison Steele

Client Relationship Manager

650.595.4600

650.362.5275

Paraplanners

Operations

Jon  Pettinelli

Jon Pettinelli

Director of Operations & CFO

650.595.4600

650.362.5266

Dennis Pettinelli

Dennis Pettinelli

President & Financial Planner

650.595.4600

650.362.5265

Alesandra  Sanchez

Alesandra Sanchez

Client Experience Manager

650.595.4600

650.362.5284

Deb  Robbins

Deb Robbins

Executive Assistant

650.595.4600

650.362.5288