Pettinelli Financial Partners Data Breach Lawsuit Investigation
On October 7, 2025, Pettinelli Financial Partners began alerting clients that a November 2024 phishing incident exposed sensitive personal data. If you received a breach notice, you may be entitled to compensation and complimentary identity-protection services—contact us for a free, confidential case evaluation.
Key Facts at a Glance
- Breach type: Phishing-related unauthorized access
- Breach window: Began November 3, 2024
- Discovered: September 12, 2025
- Consumer notices mailed: October 7, 2025
- Total individuals notified: 3 Massachusetts residents
- Data exposed: Social Security numbers, driver’s license numbers, financial account information, medical information
- Identity protection offered: 12-month Kroll credit & identity monitoring
What Happened?
Pettinelli Financial Partners reported that a phishing incident “impacted a small part of our network” beginning on November 3, 2024. A subsequent investigation with external cybersecurity specialists determined that certain files were accessed or acquired without authorization. The company confirmed on September 12, 2025 that those files contained protected personal information.
Information Involved
The manual review identified the following data elements as potentially compromised:
- Social Security numbers
- Driver’s license numbers
- Financial account information
- Medical information
Company Response Measures
According to the notice filed with the Massachusetts Attorney General, Pettinelli Financial Partners:
- Reported the incident to federal law-enforcement authorities
- Engaged external cybersecurity experts to assist with containment and investigation
- Conducted a comprehensive manual review of the impacted files
- Enhanced security systems and monitoring tools
- Implemented additional employee training and policy updates
Complimentary Identity-Protection Services
Affected individuals receive 12 months of free identity-monitoring from Kroll, which includes:
- Credit monitoring across leading bureaus
- Fraud consultation support
- Identity-theft restoration assistance
Your Legal Options
Under state and federal data-privacy laws, victims of a preventable breach may pursue monetary damages and injunctive relief. Our data-breach attorneys are investigating potential class action claims against Pettinelli Financial Partners. If you received a notice letter, consult our team at no cost to discuss:
- Reimbursement for out-of-pocket expenses and lost time
- Credit-monitoring and identity-theft-protection upgrades
- Compensation for heightened fraud risk
- Steps to safeguard minors, dependents, or joint accounts
Company Overview
Pettinelli Financial Partners is an independent wealth-management practice based in Redwood City, California.
- Website: pettinellifp.com
- Headquarters: 555 Veterans Blvd, Suite 100, Redwood City, CA, United States
- Year founded: 2010
- Industry: Financial Services
- Employee count: 20
- Parent entity: Stratos Wealth Partners
Frequently Asked Questions
When did Pettinelli Financial Partners discover the data breach?
The company confirmed unauthorized access on September 12, 2025 following a detailed investigation.
How many people were affected by the Pettinelli Financial Partners data breach?
A total of 3 Massachusetts residents received notification letters.
What personal information was exposed in the Pettinelli Financial Partners breach?
Social Security numbers, driver’s license numbers, financial account details, and medical information were involved.
Is Pettinelli Financial Partners offering free credit monitoring?
Yes. Impacted individuals are eligible for 12 months of complimentary Kroll identity-monitoring services.
Can I file a lawsuit against Pettinelli Financial Partners for the data breach?
Possibly. Data-privacy statutes allow victims to seek damages. Contact our breach-response team to explore your legal rights.