Pettinelli Financial Partners Data Breach Lawsuit

Pettinelli Financial Partners has informed clients about a recent data breach involving phishing, which compromised sensitive personal information. If you were impacted by this incident, it is crucial to understand the steps you can take to protect your information and your potential rights to compensation through legal action.

Pettinelli Financial Partners’ Data Breach Investigation

On November 3, 2024, Pettinelli Financial Partners experienced a phishing incident that initially affected a portion of their network. The company responded promptly, engaging cybersecurity experts and federal law enforcement to address the breach. Following a thorough investigation, Pettinelli discovered on September 12, 2025, that certain files containing protected personal information were accessed without authorization.

The company has committed to enhancing its security measures, reviewing internal policies, and improving its data protection protocols. As a result of this breach, Pettinelli is offering free identity monitoring services through Kroll for all affected individuals. These services are designed to help mitigate the potential risks of identity theft and fraud.

While the company has not provided specific details regarding which files were impacted, it is clear that the breach exposed sensitive personal data, and steps should be taken to protect yourself from potential misuse.

When Did This Breach Occur?

The phishing incident occurred in early November 2024, but the company did not confirm that certain personal data was compromised until September 12, 2025, following a manual review of the impacted files. The breach went undetected for nearly a year, which highlights the importance of taking immediate steps to secure your information.

What Information Was Breached?

While Pettinelli Financial Partners has not yet disclosed the exact nature of the files involved, the breach likely exposed sensitive personal information such as:

• Full legal name
• Address
• Social Security number
• Financial account details
• Other personal data commonly found in financial documents

Given the nature of the breach, it is important for affected individuals to take action to monitor their information for potential misuse, especially regarding tax filings and financial accounts.

What You Can Do

If you were affected by this breach, Pettinelli is offering the following services to help protect your identity:

1. Enroll in Free Credit Monitoring: Pettinelli is offering 12 months of free credit monitoring through Kroll. The services include credit monitoring, fraud consultation, and identity theft restoration. You must enroll by January 2, 2026, to take advantage of this offer.
2. Place a Fraud Alert or Security Freeze: You should place a fraud alert on your credit file with the three major credit bureaus (Equifax, Experian, and TransUnion). A fraud alert notifies creditors of potential identity theft, while a security freeze blocks new credit from being opened in your name.
3. Review Your Financial Accounts: Carefully review your bank statements and credit reports for any irregular activity. Report any suspicious transactions to your financial institution immediately.
4. Obtain Your Free Annual Credit Report: Visit Annual Credit Report to access your free credit reports and monitor for unusual activity.
5. Obtain an IRS Identity Protection PIN: Consider applying for an IRS Identity Protection PIN (IP PIN) to secure your tax filings and prevent fraud.

File a Data Breach Lawsuit Against Pettinelli Financial Partners