Pettinelli Financial Partners
(on veterans boulevard)Financial and Investment Services in Redwood City, CA
Financial and Investment Services
Our Value Promise
Our people, process, and passion inspire us to holistically serve our client families.
Personalization
Our clients are smarter, more educated, and have access to more information than ever before. We believe that they deserve planning and service specific to their unique situation. From day one, we learn about our clients’ priorities and intentions so that their financial plan—and the investments and protection strategies therein—are driven by the clients’ inimitable circumstances and goals.
Reviews
Too often, we hear from prospective clients that they did not have frequent enough contact with their previous advisors. Our standard practice is to meet with clients on an annual basis. Some clients warrant quarterly and semiannual reviews, but every client is given the opportunity to sit with a member of our planning team to review their financial strategy on a yearly basis. The review process is the cornerstone of one of our major principles: long-term accountability.
Resources
As an open architecture firm, Pettinelli Financial Partners has access to world-class money managers, proven investment strategies, and the highest rated insurance carriers. We also have a very experienced staff and strong relations with all our business partners, which correlates with our brand.
Team Approach
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 better service and stay in close contact with the people we serve. In addition to your dedicated service team, we have strategic alliances with 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 achieving their financial goals. By bringing a whole host of expertise to the table and serving as the quarterback of the extended advising team, clients are better able to maximize their time and focus on more important aspects of their lives, such as their families and careers.
