When significant assets intersect with lifelong care responsibilities, planning must be both technically precise and deeply compassionate. Families we serve are often balancing substantial retirement savings, real estate holdings, concentrated stock positions, or business interests — while also asking: How do...

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As a Financial Advisor, Genevieve brings a notable career in financial services and entrepreneurship to Pettinelli Financial Partners. Specializing in serving the special needs community, her comprehensive blend of professional skills and personal experience makes her a valued team member. She is an advocate...

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Driven by his own experiences as a caretaker for his younger brother with special needs, Faisal is passionately committed to helping families facing similar situations by offering them expert guidance and streamlined access to resources for special needs financial planning. His deep understanding of these unique challe...

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Michael Gilfix is a nationally known authority in the field of law, aging and estate planning. A 1973 graduate of Stanford Law School, he is a Fellow of the National Academy of Elder Law Attorneys (NAELA), a co-founder of NAELA, and a Certified Legal Specialist in Estate Planning, Trust and Probate Law. Mr. Gilfix regu...

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Ellen Cookman is the principal of Cookman Law, PC in Palo Alto, California. She is passionate about helping families of all shapes and sizes plan for the future and utilize available resources. Ellen is a Certified Specialist in Estate Planning, Trust & Probate Law from the California State Bar Board of Legal Speci...

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