Toni Petrillo, CPRC, CFP
Retire with Intention
Hi, I’m Toni! As a Certified Retirement Coach and former executive with over 25 years in the financial industry, I help career professionals plan a purposeful and fulfilling transition into retirement.
Retirement is more than just financial security—it’s about redefining your identity, staying socially connected, and finding meaning in this new phase of life. Through coaching, workshops, and practical resources, I guide you in creating a retirement lifestyle that aligns with your goals, values, and passions.
Ready to retire with intention? Let’s get started!
As a Retirement Coach, I now apply the skills I developed from years of 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.
Work with me
Retirement Coaching
Through one-on-one sessions and lifestyle assessments, I help you navigate the transition into retirement with purpose and confidence.
Group Programs
These tailored programs are provided as online modules and in-person workshops.
Speaking Engagements
I organize and deliver informative, dynamic presentations for businesses, conferences, panels and more.
Introducing Retire With Intention: The Next Chapter Course
Retirement is more than just stopping work. It's one of life's biggest transitions - and it deserves thoughtful planning.
Yet many retirees find themselves feeling uncertain, disconnected, or unfulfilled in these early years of freedom. They spent years preparing for the financial side of retirement but feel unprepared for the emotional and lifestyle changes that follow.
This course gives you the structure, guidance, and actionable tools to create a life that feels meaningful, connected, and fulfilling.
Next Cohort Dates: Sept 15, 2025 — Nov 10, 2025
Free Guide!
Free Guide!
DOWNLOAD THE GUIDE!
Interested in planning your dream retirement? Download Retire with Intention’s FREE GUIDE and start planning today!
Client Testimonials
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