State Farm

Pettinelli Financial Partners in Redwood City, CA, offers comprehensive financial planning services. Our expert advisors specialize in retirement income planning, estate strategies, education savings, and business succession planning. We provide tailored solutions for individuals and businesses, including 401(k) planning, domestic partnership financial planning, and long-term care planning. Our diverse portfolio includes mutual funds, annuities, and insurance options. Trust our experienced team for independent, fee-based planning to secure your financial future. We accept all major credit cards.

Bordeaux Wealth Advisors is an independent wealth management firm with ~ $4.0 billion in assets under advisement. We take a holistic approach of one’s entire financial situation and deliver guidance on investment portfolio construction, income tax and cash flow planning, estate and wealth transfer, insurance and risk management, education and retirement planning, as well as philanthropic gifting. As your wealth advisor, we give you peace of mind as we have decades of experience managing the many complexities that wealth brings.