Toni Petrillo, CFP, CPC
Retire with Intention
Hi, I’m Toni! As a former executive with over 25 years of experience in the financial industry, I empower career professionals to plan for a purposeful transition into retirement.
From working in the fast-paced trading rooms of the capital markets to building specialized teams of financial planners, the unifying thread of my career has been enabling others to identify, meet, and surpass their goals with confidence.
Now, I leverage that extensive experience to help corporate professionals transition with the same confidence into retirement.
Retirement Coaching
Through 1:1 sessions, I help you to navigate the transition into retirement with purpose and confidence.
Work with me
Group Workshops
Interactive virtual or in-person workshops for corporate teams looking for assistance in planning for retirement.
Keynote Speaking
I organize and deliver informative, dynamic keynote presentations for business and trade conferences.
