Pettinelli Financial Partners Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Pettinelli Financial Partners is a multi-generational planning firm that serves families, professionals, and entrepreneurs by helping to grow and preserve their livelihoods, lifestyles, and legacies. We leverage our proven planning process and coordinate the efforts of your entire team of advisors to help you achieve your goals.

The financial consultants at Pettinelli Financial Partners are Registered Representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor. Stratos Wealth Partners and Pettinelli Financial Partners are separate entities from LPL Financial.

Find Pettinelli Financial Partners employees' phone numbers or email addresses

Pettinelli Financial Partners Global Highlights

Location
Employees

North America
33

Minus sign iconPlus sign icon
  • United States Of America
    33

Pettinelli Financial Partners's Leadership

  • Stylized image of a person
    T. L.
    President
    Phone icon
  • Stylized image of a person
    M. M.
    Manager
    Phone icon
  • Stylized image of a person
    R. C.
    Lead Financial Advisor
    Phone icon
  • Stylized image of a person
    S. C.
    Multimedia Developer
    Phone icon
  • Stylized image of a person
    F. R.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    T. L.
    Financial Advisor
    Phone icon

Contact profiles from Pettinelli Financial Partners

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. L.
    President
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    M. M.
    Manager
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    R. C.
    Lead Financial Advisor
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    S. C.
    Multimedia Developer
    Phone icon
    United StatesArizona
    Nov 10, 2025
  • Stylized image of a person
    F. R.
    Financial Advisor
    Phone icon
    United States
    Aug 12, 2024
  • Stylized image of a person
    T. L.
    Financial Advisor
    Phone icon
    UNITED STATES
    Apr 22, 2025

Frequently Asked Questions

What is Pettinelli Financial Partners known for?

Minus sign iconPlus sign icon
Pettinelli Financial Partners was founded in 2010 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Pettinelli Financial Partners's company overview page for more information.

What is Pettinelli Financial Partners's most common email format?

Minus sign iconPlus sign icon
Pettinelli Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Pettinelli Financial Partners email formats with LeadIQ.

How many employees does Pettinelli Financial Partners have currently?

Minus sign iconPlus sign icon
Pettinelli Financial Partners has approximately 21 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Pettinelli Financial Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of December 2025, Pettinelli Financial Partners's key employees include:

  • President: T. L.
  • Manager: M. M.
  • Lead Financial Advisor: R. C.
  • Multimedia Developer: S. C.
  • Financial Advisor: F. R.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.