Pettinelli Financial Partners Announce Major Organizational Changes for Enhanced Client Service Experience

Pettinelli Financial Partners Completes Strategic Organizational Changes

Pettinelli Financial Partners, an independent wealth management firm based in Redwood City, California, has announced the successful completion of its extensive strategic realignment aimed at providing a superior client service experience. This initiative not only enhances their operational capabilities but also promotes a seamless transition in leadership, positioning the firm for future growth and success.

Driving Change through Employee Ownership

As of January 7, 2025, Pettinelli Financial has transitioned to a 100% employee-owned structure, emphasizing alignment of interests between the firm, its advisors, and the clients they serve. The firm, which manages over $750 million in assets for more than 500 clients, recognizes that this new integrated team-model approach fosters a closer relationship between employees and clients. The driving force behind this transformation is Jon Pettinelli, the son of the founder, Dennis Pettinelli, who has appointed a dedicated leadership team to spearhead this transition. Under Jon’s guidance since he took on the role of President in January 2019, the firm has seen significant developments in its operational and client service strategies.

New Leadership Team

The newly formed leadership team includes four strong partners: Janice Fong, Allison Steele, Rick Rodriguez, and Cooper Grady. Together, they bring diverse strengths that contribute to the firm’s team-based approach, ensuring that the needs of clients are met with utmost care and professionalism.

Janice Fong

Janice Fong, who joined Pettinelli in 2007, oversees client services and emphasizes empathy by putting herself in the clients' shoes. Her commitment to strong client relationships has played a key role in building trust and maintaining long-term connections with clients.

Allison Steele

Allison Steele, the Office Manager since 2016, has been instrumental in improving business operations and human resources within the firm. She focuses on operational efficiency and plays a pivotal role in annual business planning, ensuring that both client administration and employee engagement are prioritized.

Rick Rodriguez

Rick Rodriguez serves as a Financial Advisor and is known for his holistic and collaborative approach to financial planning. With over ten years of advisory experience, he is dedicated to fostering long-term financial well-being for high-net-worth clients.

Cooper Grady

Cooper Grady, who leads the centralized financial planning team as Director, is committed to overseeing quality financial planning processes and advisor support. His comprehensive experience in wealth management is vital in implementing the firm's integrated team-based model, enhancing the service offered to clients.

A Commitment to Quality Service

Jon Pettinelli expressed pride in the firm’s commitment to delivering high-quality service to its clients. He stated, “Completing our transformation to a fully employee-owned firm positions us to accelerate growth while further enhancing the quality of service we provide as we assist clients in building multi-generational wealth.” The new team-model structure will allow Pettinelli Financial to leverage the full spectrum of expertise within the firm, ensuring that each client receives a comprehensive planning experience tailored to their needs.

Legacy of Trust

Pettinelli Financial Partners has a legacy of over 40 years in financial planning, serving families, professionals, and entrepreneurs. The firm’s mission is to help clients grow and preserve their financial legacy, and the introduction of an employee ownership model ensures that this mission remains closely aligned with the firm’s evolving structure and leadership. In conclusion, Pettinelli Financial's strategic realignment marks a significant step towards fostering an enhanced service experience tailored for the future.

For more information on Pettinelli Financial Partners, visit their website.