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).

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