Pring Turner
45yrs
Top 1% by experience in California
45yrs
John Pacelli is a financial advisor in Alamo, California, with 45 years in the industry. John joined Osaic Wealth in 2025, after six years at Osaic Fa and three years at Kestra Advisory Services. John holds the CFP® designation.
At a glance
Experience45 years (since 1981)
How that compares ?Top advisor by experience in Alamo
OfficeAlamo, CA
FirmOsaic Wealth
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$398,336
Advisors at the firm8,052
States licensed ?1 state
Services through Osaic Wealth
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2025 – nowOsaic Wealth, Inc.Current firm
- 2019 – 2025Osaic Fa, Inc.Previously
- 2016 – 2019Kestra Advisory Services, LLCPreviously
- 2002 – 2016Kestra Investment Services, LLCPreviously
Contact John
(800) 821-5100Firm headquarters in Scottsdale, AZ. Ask for John. Alamo, CAOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About John
How do I contact John?
Call Osaic Wealth at (800) 821-5100 and ask for John Pacelli. John works from the Alamo, CA office.
How long has John been a financial advisor?
John has been in the industry since 1981, about 45 years. Top advisor by experience in Alamo.
What licenses does John hold?
Series 63. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is John paid?
Osaic Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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