Jaret Petruzzelli

Trading and Investment Implementation Associate

Email Jaret Petruzzelli

Jaret G. Petruzzelli joined TFC Financial Management in 2023. He participates in the firm's financial planning and investment review process and implements firm-wide trading activities, as well as assists with determining account implementation and rebalancing strategies.

Prior to joining TFC Financial Management, Jaret was a Retirement Plan Consultant – Wealth Advisor at Bartholomew and Company where he conducted retirement plan investment reviews and provided investment recommendations.

Jaret’s previous experience also includes a Financial Analyst role in the Investment Management Department at Bartholomew and Company where he executed daily trades in client portfolios, conducted investment research in maintaining client portfolios totaling over $4B in AUM and collaborated with financial advisors in analyzing client and prospective portfolios.

Jaret holds a Bachelor of Science in Business Administration with a Double Major in Finance and Applied Analytics from Bryant University. He holds Series 7 and Series 66 licenses and is a Accredited Investment Fiduciary (AIF) and Certified Plan Fiduciary Advisor (CPFA).