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. ⬇️