Pettinelli Financial Partners
There’s no dearth of financial advisors in the Bay Area, but those with a holistic mindset can be harder to find. 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 partner Jonathan Nicolas. 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.
"We demystify life events like selling a business, establishing a college fund, or managing an inheritance so wealth can find you."