Insurance Strategies, Business Owners, Investment Strategies (Reg. Reps Only)
English
Successfully guiding clients since 2011, Leslie Pettinelli is known for her keen ability and intuitive approach to helping people build wealth, especially empowering women. Her vision for the future is focused on making financial success less intimidating, more engaging and enjoyable (even fun!), and certainly more accessible.
As a second-generation financial advisor, her proactive guidance and dedication quickly earns Leslie the trust and loyalty of her clients. They often turn to her for advice on more than financial, but life decisions, seeking her opinion and guidance.
Strong relationships are the foundation for Leslie’s success, both professionally and personally. Her love for the ocean (and travel!) led her to the Dominican Republic where she met her wonderful husband, Alejandro, and their adventures now include their little one, James. As a native of the Bay area, you can often find Leslie enjoying the outdoors walking or spending time swimming at the Bay Club.
In addition to building trust and relationships, Leslie helps clients with a range of financial needs. This includes understanding insurance, employee benefits, company equity such as restricted stock units, options, and employee stock purchase plans. She also assists clients with comprehensive financial planning, wealth management, and disability, life, and long-term care insurance solutions.
While establishing herself as a respected and trusted advisor in the industry, Leslie has had the privilege of speaking about retirement and financial wellness topics at various reputable companies. To name a few, GM, Peet’s Coffee, Disney, Franklin Templeton, Twitter, and The Federal Reserve Bank. Her experience has given countless audience members and clients alike valuable awareness of the importance of investing and saving for retirement.
She understands that beyond trust, actually liking one's advisor is crucial. Research shows that clients who trust and like their advisor tend to have more positive interactions, look forward to meetings, and build lasting relationships…which can be key when working towards one’s financial goals.
Please reach out to Leslie today to schedule a complimentary consultation.
CRN202710-7374503
Check the background of this investment professional on FINRA's BrokerCheck