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James Petrillo

James Petrillo

Financial Representative

James Petrillo is a Financial Representative with Planning Alliance. He is dedicated to helping clients improve their financial confidence through strategic organization and data analysis.

James joined the firm in 2023. Prior to Planning Alliance, James interned at Equitable Advisors and Innovative Advocate Group.  

James holds a Bachelor of Science in Finance from Rowan University along with a minor in Management Information Systems.

In his spare time, James loves spending time on the basketball court and spending time with friends and family.

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Planning Alliance is not an affiliate or subsidiary of Guardian.