Pettinelli Financial Partners

There’s no dearth of financial advisors in the Bay Area, but those with a holistic mindset are more rare. Enter Pettinelli Financial Partners, which manages money matters with a heartfelt concern that allows clients to enjoy more important things in life. “We focus on strengthening family relationships around financial priorities,” says President Jon Pettinelli. Since founder Dennis Pettinelli established the firm more than 40 years ago, his team has been taking the long view with each client, protecting and growing assets while encouraging multigenerational planning. And, as a proponent of fee-based pricing over commission, the firm always keeps its clients’ interests front and center.