PETTINELLI FINANCIAL PARTNERS

As an open architecture firm, Pettinelli Financial Partners has access to world-class money managers, personalized investment strategies, and recognized insurance carriers. We also have a very experienced staff and strong relations with all our business partners, which correlates with our brand... Since 2012, Pettinelli Financial Partners has been operating with a service team model. This approach includes several experienced professionals rather than one advisor. We find that this model allows us to provide personalized service and stay in close contact with the people we serve. In addition to your dedicated service team, we have strategic resources that include seasoned attorneys, certified public accountants, home mortgage consultants, general contractors, medical professionals, and real estate agents. We believe that when the clients' team works in concert, the clients have the greatest opportunity for pursuing their financial goals. By bringing a whole host of expertise to the..

Primary location: Redwood City United States