Robbie Petrillo

Robbie PetrilloQPA, QKA

Director of Business Development
Robbie Petrillo

Robbie Petrillo is the Director of Business Development at Pinnacle Plan Design.  He consults with profitable businesses and their professional advisors to determine the retirement plan opportunities available to them.  Robbie plays a key role in the development and implementation of the firm’s marketing activities.

Designations

Publications

Areas of Specialty

  • 401(k)/Profit Sharing Plans
  • Defined Benefit Plans, including Cash Balance Plans
  • Content Marketing
  • Search Engine Optimization (SEO)
  • Branding

Education

  • University of Arizona; Bachelor of Science in Business Administration; Marketing and Entrepreneurship

Professional Associations and Activities

  • Financial Planning Association (FPA) of Southern Arizona, President
  • American Society of Pension Professionals and Actuaries (ASPPA), Member
  • Greater Tucson Leadership, Class of 2016
  • Southern Arizona Estate Planning Council (SAEPC), Member
  • Tucson ERISA Study Group

Get to Know Robbie

Has an odd obsession with Doo Wop music. Loyal Arizona sports fan, including the Wildcats, the Diamondbacks, and the Cardinals.

Industry Thought Leadership


Contact Robbie Petrillo

Pinnacle Plan Design is a third-party administrator (TPA) for employer-sponsored qualified retirement plans. We specialize in retirement plan design, administration and actuarial consulting for 401(k)/profit sharing plans, defined benefit plans, cash balance plans, and 403(b) plans. Pinnacle Plan Design proudly serves businesses nationwide.

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