Team
How We Work
Each of our Pivot Professional Partners financial representatives has personal and professional knowledge to offer custom solutions. We are singularly dedicated to developing lasting relationships with all our clients, recommending products that are appropriate for your investment goals.
Our team approach adds perspective to all we do and helps provide a tailored experience to our clients
Meet Our Team
Find a Financial Professional
- Andrew Kleinman
- Jon Paul Cirelli
Jon Paul Cirelli
CEO
With almost two decades of experience in the financial industry, Jon Paul enjoys helping others obtain and maintain financial confidence. As CEO and Co-Founder of Pivot Professional Partners, he enjoys...