A complete list of active advisors currently associated with PI Wealth Plan LLC

Warmer can help you find a great advisor at PI Wealth Plan LLC or one who fits your needs even better.

PI Wealth Plan LLC is a state‑registered independent investment advisory firm that serves individuals, high‑net‑worth and ultra‑high‑net‑worth clients. Its services include ongoing wealth advisory and limited‑scope engagements covering comprehensive financial planning, investment management, proactive tax planning and divorce financial analysis, and it also advises on employer‑sponsored plans and certain private investment opportunities for accredited investors. The firm manages discretionary portfolios within client‑specific investment policy statements using model portfolios, separately managed accounts and selected sub‑advisers, with an emphasis on sustainable, responsible and impact investing. It integrates year‑round tax reduction strategies and coordinates tax, legal and investment implementation as part of its advice, supported by CFP and Enrolled Agent credentials on staff. Compared with many independent peers, the firm charges a fixed annual advisory fee rather than a percentage‑of‑AUM fee and does not accept performance‑based compensation, an arrangement that is uncommon for firms in this category. PI Wealth Plan manages roughly $26 million for a very small client roster and offers specialized services—such as divorce financial analysis, business transaction and tax structuring (ESOPs, captive insurance, aircraft/vessel tax issues), and access to private equity/direct investments—suggesting a focus on complex, integrated planning for a limited number of clients.

To learn more about the advisors currently working at PI Wealth Plan LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Danelle Jenetayeva	San Jose, CA	11

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence. Show more

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may — or may not — fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation. Show more

We review transparently

Get to know your advisors' credentials, history, specialization, client fit, and communication style. We're selective about who we recommend — and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you. Show more

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction — we're here to make sure the relationship works for you.

Our ongoing support