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Kevin Shelton
Financial Planner at Pettinelli Financial Partners
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Work Experience
Financial Planner
May 2018 - Present · 6 years and 7 months
Apr 2013 - Present · 11 years and 8 months
Financial Consultant
Aug 2015 - Present · 9 years and 4 months
Investment Consultant
Apr 2013 - Jul 2015 · 2 years and 3 months
Company Details
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. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.
Year Founded
2010
Social Media
LinkedinFacebook
Industry
Financial Services, Insurance and Employee Benefit Funds, Finance and Insurance
HQ Location
555 Veterans Blvd Redwood City, California 94063, US
Keywords
life insurance disabilityinvestment advisorylife insuranceincome planning estateeducation savings planningretirement income planningestate planning strategiesinsurance business developmentplanning and servicejewel drexler
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