Pettinelli Financial Partners

09/02/2026

Meet Heike!

Beyond her passion for the financial industry, Heike is equally passionate about helping people move forward and reach their goals.
A few fun facts about Heike:

✈️Her favorite travel destination is Europe
☕Her go-to coffee shop order is a lavender chai tea latte
🌳The top of her bucket list is to see all US National Parks

Learn more about what makes Heike uniquely herself. ⬇️

09/01/2026

We’re excited to be sponsors for Pal Center's PAL Royale in celebration of 30 years of community impact! 🎰

On Saturday, September 19, come dressed in your best cocktail attire for a memorable casino night and poker tournament benefiting youth programs at Redwood City PAL.

A car show and music are the cherry on top of a night of high-energy gaming and sophisticated fun.

👉 Book your ticket to receive the exclusive address in Redwood City + head to the comments for a promo code:

Celebrate 30 years of impact at PAL Royale, a Casino night in RWC. Enjoy gaming, heavy hors d'oeuvres, and a grand raffle to benefit the PAL Center. Secure your tickets today!

08/31/2026

August, you were good to us. ⬇️

From golf tournaments supporting the autism community and visiting Prince's estate to LPL Financial's annual flagship event, it’s been a month to remember!

The best part? Celebrating our Client Service Associate, Nicholas Gurevich's wedding, and sharing such a special moment.

08/26/2026

POV: Taking on the MAC Midwest golf tournament one branded Pettinelli bracelet at a time.

P.S. Don’t try this at home. 😆

08/24/2026

Last week our team got together to enjoy a perfect day on the green while supporting a great cause with MAC Midwest. ⛳

We’re honored to support their mission to help individuals with autism and their families through coordinated care that builds independence and confidence.

08/18/2026

Our Client Service Associate, Halle Marquard, takes us along for a day at this year’s LPL Financial annual flagship conference.

Watch to see how she spent the day! 👀

08/18/2026

Community is at the heart of everything we do. It was a pleasure to spend the day at the Autism Society San Francisco Bay Area Fun for Everyone Family Festival last week.

08/14/2026

In recognition of , take a moment to check in on your financial goals. 💸

From reviewing your budget to preparing for life’s next chapter, every intentional step can help you feel more confident about your financial future.

See how our team can help you move forward with a plan: https://www.pettinellifp.com/our-approach

08/10/2026

Meet Samantha Mokma!

If she had to describe herself in three words, they’d be Irregular, direct, excited. She's passionate about reading and exploration, whether it's exploring the outdoors or a new creative outlet.

A few fun facts about Samantha:

✈️Her favorite travel destination is Peru for the worldwide exposure and Cancun for the vacation mode
☕Her go-to coffee shop order is anything on the sweeter side with an obnoxious amount of caffeine
📚The top of her bucket list is writing a book

Learn more about what makes Samantha uniquely herself. ⬇️

08/06/2026

Next week, the Autism Society San Francisco Bay Area is hosting their 3rd Annual Family Festival! 🎉

Enjoy a day filled with live music, arts and crafts, carnival games, a scavenger hunt, delicious food, and more.

You can also explore the Resource Fair, where local organizations and vendors will share valuable information, services, and support for the autism community.

Register for an afternoon of fun and community: https://lnkd.in/e9K-CQMM