Pettinelli Financial Partners

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Pettinelli Financial Partners Our people, process, and passion inspire us to holistically serve our client families.

Pettinelli Financial Partners is a multi-generational planning firm in Redwood City, California.

October gave us plenty to celebrate! 🍂Between team events, time with clients, and getting involved in our local communit...
11/02/2026

October gave us plenty to celebrate! 🍂

Between team events, time with clients, and getting involved in our local community, it was a month filled with memorable moments.

We’re sharing a few of our favorite moments from the month. 📸

A little friendly competition at Pettinelli! 🎃We got into the Halloween spirit with a pumpkin-carving contest, and the c...
10/29/2026

A little friendly competition at Pettinelli! 🎃

We got into the Halloween spirit with a pumpkin-carving contest, and the creativity didn't disappoint.

We're voting in three categories:
🏆 Best Overall Pumpkin
🏆 Most Adorable Pumpkin
🏆 Most Creative Pumpkin

Voting is open through Monday, November 2. Swipe to see our team's creations and cast your vote in the comments! 👇

10/20/2026

We asked the Pettinelli team to sum up the company in one word. 💙

Watch to hear their answers!

Meet our CEO, Jon Pettinelli!From investing his First Communion money in mutual funds in second grade to helping clients...
10/15/2026

Meet our CEO, Jon Pettinelli!

From investing his First Communion money in mutual funds in second grade to helping clients navigate major life moments today, Jon has always been passionate about financial planning and helping people build something meaningful.

A few fun facts about Jon:

✈️ ✈️ His favorite travel destinations are Costa Rica, Italy, and Scottsdale for spring training
🏈 He’s passionate about Bay Area sports teams
🦁 His bucket-list trip was an African safari, which he got to experience this past year and loved every second of

Get to know more about Jon. ⬇️

A meaningful day with the Autism Society San Francisco Bay Area at this year's conference. 💙Our team had a wonderful tim...
10/14/2026

A meaningful day with the Autism Society San Francisco Bay Area at this year's conference. 💙

Our team had a wonderful time meeting members of the community, hearing their stories, and supporting the important work of the Autism Society.

The highlight? Our Financial Advisor, Genevieve Cornish and Michael Beloff, CFP, Founding Partner of Belvedere Wealth Partners, led a session on helping special-needs families plan for the future.

led a session on helping special-needs families plan for the future.

We’re always grateful for opportunities to show up for causes that mean so much to our community.

Helping special needs families plan for the future starts with understanding the resources available. 💙TOMORROW: Our Fin...
10/09/2026

Helping special needs families plan for the future starts with understanding the resources available. 💙

TOMORROW: Our Financial Advisor, Genevieve Cornish, will be speaking at the 13th annual Autism Society San Francisco Bay Area Adult Autism Conference!

She’ll share insights on available benefits, eligibility requirements, and key differences between programs.

Register now 👉 https://sfautismsociety.org/event/2026-conference/

Happy World Financial Planning Day! 💰Financial freedom doesn’t happen overnight. It’s built through strategic planning a...
10/07/2026

Happy World Financial Planning Day! 💰

Financial freedom doesn’t happen overnight. It’s built through strategic planning and the small, consistent steps we take every day.

Today is a great reminder that every decision counts when you're working toward your financial goals.

👉 Learn more about our approach: https://www.pettinellifp.com/our-approach

Name a team that loves golf more than Pettinelli. We’ll wait 🏌️Happy belated National Golf Lovers Day to all who celebra...
10/06/2026

Name a team that loves golf more than Pettinelli. We’ll wait 🏌️

Happy belated National Golf Lovers Day to all who celebrate!

10/06/2026

All in a day's work for our Special Needs Financial Planner, Genevieve Cornish!

Thank you for the memories, September! 🙌Another month full of exciting events, connections made, and community. The high...
10/01/2026

Thank you for the memories, September! 🙌

Another month full of exciting events, connections made, and community. The highlight? Supporting the Autism Society San Francisco Bay Area (SFASA) during our 11th annual charitable golf tournament.

The office even got an upgrade with a real moss wall! Here’s to another amazing month.

Address

555 Veterans Boulevard Ste. 100
Redwood City, CA
94063

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+16505954600

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