Ben Soccodato

About Ben Soccodato

I truly believe I wouldn’t be a successful financial professional over the past 18 years if I didn’t love what I do. I want my clients to achieve that same level of success. My biggest goal is always to make an impact on my client’s lives and to ensure we build a secure future for their loved ones. As a father of three children, I know how important it is to leave a legacy.That same mentality carries over with SKG. Our family office consists of a team of financial professionals with that same mission and thrive on our client-first philosophy. We take our work very seriously. We are masters of our craft, because all our advisors are certified financial planners, and every member of our staff are licensed in the industry.I have been blessed to be able to mentor young advisors on their career journeys. I love coaching up my financial team and pushing them so they can access the very best versions of themselves. That’s what makes SKG Barnum such a rewarding part of my life.Notable Achievements• Awarded for Financial Literacy workshops by the NYSE in 2011• Named to Forbes 2022 Best-In-State Wealth Advisors List• Active with the Barnum Foundation (Charity carnivals, Bikes for Kids,etc.)• Cited in major news outlets: Barons, CNBC, U.S. News and WorldReport, Forbes, Yahoo News• Co-founded a top team within Barnum*MetLife administers the Transition Solutions program, but has arranged to have specially-trained thirdparty financial professionals offer financial education and, upon request, provide personal guidance toemployees and former employees of companies providing Transition Solutions through MetLife.I am licensed and registered to offer products and services in several states. Licenses and registrations will vary. Please contact this office for further information. Securitiesand investment advisory services offered through qualified registered representatives of MML InvestorsServices, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06•••••••13- CA Insurance License#0M95984

Experience

1. Financial Planner, Financial Services Executive, Investment Advisor Representative

   Barnum Financial Group

   Nov 2005 — Present · Westchester, NY, US

   Barnum Financial Group provides a full range of investment and risk management products and services to over clients, including individuals and their families, as well as small businesses, corporations, government entities, and not-for-profit organizations and their employees in all fifty states.With offices in Connecticut, Massachusetts, New Jersey, New York, and Rhode Island, Barnum has a team of resources to help create customized solutions to fit your goals and circumstances. Barnum strives to build long-term relationships with each client through understanding, quality service, integrity, and financial education.

Education

• Sacred Heart University

  Bachelor of Business Administration (B.B.A.)

  2001 — 2005