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Penniall & Associates, Inc.
Pasadena, CA

Vanessa Burnett

CFP®, FPA
Penniall & Associates provides comprehensive wealth management services to meet client specific needs, including asset management, retirement plans, insurance services, comprehensive financial planning, tax & estate planning, real estate needs, and college planning.
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Meet Vanessa

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Introduction - Vanessa Burnett
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Financial Planning - Vanessa Burnett
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Investment Philosophy - Vanessa Burnett
Video Transcripts

Vanessa joined Penniall & Associates in 2008 after several years working for Mercer Consulting, a global human resource consulting firm. As Managing Director and a CERTIFIED FINANCIAL PLANNER™ professional, Vanessa is passionately committed to help clients build, manage and preserve wealth for themselves and future generations. Vanessa graduated Cum Laude with a bachelor's degree in Communication and a minor degree in Business Administration from the University of Southern California. She…

Vanessa joined Penniall & Associates in 2008 after several years working for Mercer Consulting, a global human resource consulting firm. As Managing Director and a CERTIFIED FINANCIAL PLANNER™ professional, Vanessa is passionately committed to help clients build, manage and preserve wealth for themselves and future generations. Vanessa graduated Cum Laude with a bachelor's degree in Communication and a minor degree in Business Administration from the University of Southern California. She currently holds a California Life, Health and Disability insurance license and the Series 7 and 66 registrations as a Registered Representative with United Planners.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Tax Planning
College Planning
Real Estate & Mortgage Advisory
Estate Planning
Insurance Management
Socially Responsible Investing

Experience with

Small business owners
Medical professionals
Finance professionals
Legal professionals
Business executives
Entrepreneurs
Families

Fee structure

Commission-based
Fee & Commission
Hourly

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Memberships

FPA - Financial Planning Association

Education

Bachelors
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