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Financial Planning Month-October

October is Financial Planning Month

New York Life has named Robert Petrocelli, Founder and Managing Director of Petrocelli Financial Services in New York City and a loyal NAIFA member since 1979, as the 2021-2022 Chair of the influential New York Life Agent Advisory Board of Directors (ABD). The ABD, according to the company, “is an elite group of 16 agents who meet with the company’s executive leaders to provide their perspectives on corporate strategic initiatives based on their experience in the insurance and financial services industry and running among the most successful agent practices in the country.”

The ABD Chair is the highest performing former Council President at New York Life. The once-in-a-career title of Council President is the highest honor bestowed annually on any New York Life financial professional nationwide. Petrocelli was Council President in 2019.

During his career, he has qualified for the New York Life Chairman's Council 20 times. He was the 2017 Agent of the Year for New York Life’s Manhattan General Office and is a seven-time qualifier for New York Life's Chairman's Cabinet.

In his practice, Petrocelli helps clients with comprehensive benefits management, business continuation planning, estate and legacy planning, charitable planning, retirement planning, investment advisory services, and deferred compensation. His experience and ongoing education have provided him with great expertise in all areas of estate planning, employee benefits design and management, and investment services.

We are #NAIFAproud of Robert Petrocelli and congratulate him on this prestigious achievement!

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