About MJ Petretto


Check the background of this investment professional on FINRA’s BrokerCheck.

M.J. Petretto (below, left) began her career in insurance and financial services in 1993, when she opened Retirement Planning Group,LLC. In 1999, M.J. began her career as an agent with New York Life and joined the Nautilus Group as a member agent in 2006. The Nautilus Group is a service of New York Life that serves an elite group of NYL agents. Among her expertise are complicated business and estate conservation issues associated with expanding businesses. Because of her invaluable knowledge of retirement and estate issues, clients are ensured they are getting the best possible recommendations.

M.J. is well versed in both financial strategizing and insurance services. She is a Life Underwriter Training Council Fellow (LUTCF) and a Qualifying Top of the Table and Lifetime member of the Million Dollar Round Table (MDRT), which repesents the top 1% of insurance professionals worldwide, and Women In Insurance and Financial Services (WIFS).  As a mentor and women’s financial services strategist, M.J. stays atop recent financial trends and life issues facing an aging population, so that she may help to inform her clients and offer to each the highest level of service. She is dedicated to understanding and guiding each client through sound investment options to help secure and preserve their financial futures.

As a long time resident of the shoreline area, M.J. passionately serves to help inform the community through financial workshops, with topics relating to conservative investment opportunities and preservation of capital. She looks forward to meeting with you to discuss your individual financial needs.