Sharon Pivirotto

About Sharon Pivirotto

Founder, 401kbestpractices.com Do you know how challenging it can be to find qualified 401(k) leads, get plan sponsors to understand where they should place importance, and find the resources to implement an efficient service model that allows you to bullet-proof, scale, and grow your 401(k) practice? I solve these challenges and more. I help 401(k) advisors grow and service a successful and compliant practice through the development of done-for-you resources, sales and service templates, and proven practice management strategies. Visit 401kbestpractices.com for business-building strategies Access free strategy guides and templates in the VIP Resource Library Explore the turnkey system at 401kbusinessinabox.com 🟢 Client Relationship Specialist, RetireRight Financial Planning In partnership with Don Settina, I also help guide affluent families and closely held business owners through complex transitions—especially around business succession, exit planning, estate planning, and multigenerational legacy strategies. We\'ve built a Virtual Family Office environment where we collaborate with CPAs, attorneys, M&A professionals, and other experts to build a coordinated, values-based plan for each client. If you work with business owners and want to explore a strategic partnership, I’d love to connect. Let’s see how we can create more value for the families and businesses we serve—together.

Experience

1. Succession & Legacy Planning for Business Owners and High-net-worth Families

   Retireright Financial Planning

   May 2022 — Present · Pittsburgh, PA, US

   Helping Affluent Families & Business Owners Navigate Complex Financial Decisions with Clarity and ConfidenceAt RetireRight Financial Planning, we specialize in advanced wealth strategies for successful families and closely held business owners—particularly those facing a significant life or business transition. Whether you\'re preparing for a liquidity event, transferring ownership to the next generation, or simply want to ensure your wealth is protected and aligned with your values, our role is to simplify the complex and guide you with clarity.We focus on high-impact areas such as:Business Succession & Exit Planning – Helping business owners develop and implement succession strategies that preserve value, minimize tax exposure, and ensure a smooth transitionLegacy & Estate Planning – Structuring your wealth to protect your heirs, reduce estate taxes, and support your long-term charitable goalsTax-Efficient Wealth Transfer – Coordinating with legal and tax advisors to implement advanced strategies that protect and grow multigenerational wealthFamily Governance & Education – Preparing your family—not just your finances—for wealthOur approach is collaborative, educational, and deeply personal. We often work closely with attorneys, CPAs, M&A advisors, and family office professionals to serve as your financial quarterback and bring the right team together at the right time.If you\'re a business owner within five years of a potential exit—or simply want to make sure your plan can withstand life’s “what ifs”—let’s connect.

Education

• University of Maryland University College

  English

  1994 — 1995

• Community College of Allegheny County

  Sociology, Psychology, Accounting, Economics

  1998 — 2000

• University of Pittsburgh - Joseph M. Katz Graduate School of Business

  AIFA Designation

  2011 — 2011

Skills

• Business
• Public Speaking
• Financial Services
• Mutual Funds
• Series 7
• Business Building
• Fiduciary
• Creative Writer
• Retirement
• Investment Advisory
• Financial Advisory
• Asset Allocation
• 401k
• Webinars
• Erisa
• Value Creation
• Product Creation
• Social Media
• Pensions
• Sales
• Innovator
• Qualifying Prospects
• Personal Finance
• Marketing
• Retirement Planning
• Investments
• Estate Planning
• Defined Contribution
• Investment Management
• Retirement Plan Consulting
• Financial Planners
• Product Development
• Selling Skills
• Fiduciary Compliance
• Alternative Investments
• Wealth Management
• Investment Strategies
• Speaker
• Resource Development
• Series 63