Leslie Pettinelli

WORK HISTORY

EDUCATION

SKILLS

ABOUT LESLIE PETTINELLI

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. 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.CRN20••••••••03I am a registered representative of and offer securities and advisory services through MML Investors Services, LLC, member SIPC. Supervisory address: 6701 Koll Center Parkway, Suite 140, Pleasanton, CA 94••••••••00I have my Long Term Care (CLTC) certification and am licensed to sell insurance in: CA, CO, OR, NJ, NM, NY and securities in CA, OR.[1] I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business CA Insurance License Number 0I81517.