Michael Cocco

About Michael Cocco

Mike specializes in working with multi-generational families, business owners, entrepreneurs, pre-retirees, and retirees who desire professional financial advice. With a tax conscious approach, he is dedicated to ensuring his clients have enough income to cover their expenses through their retirement years in addition to leaving a legacy to the next generation. Mike solves for complexities through comprehensive wealth management, financial planning, and insurance solutions to help grow and protect wealth while coordinating with clients’ tax professionals.Bringing nearly two decades of experience, Mike entered the wealth management industry right out of college following in his father’s footsteps and joining the family practice along with his brother, Dan. He has earned the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® professional certifications to serve his clients more deeply. He also holds the FINRA Series 7, 66 and 24, as well as the Life and Health Insurance licenses. Mike attended Equitable Institute at Harvard University, an advanced learning curriculum focusing on asset allocation and wealth management. He is proud to have been inducted into the Equitable Advisors Hall of Fame and is a member of the firm’s Elite Producer Group. He was recognized as a Five Star Wealth Manager in 2013, 2016, 2017 and 2023 and an AdvisorHub “Advisors to Watch” 2023:#7 Nationally in Advisors managing under $1B. Mike has been featured in and contributed to numerous financial publications including Wall Street Journal, Forbes, Business Insider, Yahoo! Finance, MSN, Money Magazine and New Jersey Monthly. He earned a B.S. in economics with a concentration in money and banking from Penn State University, Smeal College of Business.

Experience

1. Certified Financial Plannertm Professional

   Equitable Advisors

   Jan 2020 — Present

   I focus on Investment Planning, Life Insurance Strategies, Disability Insurance Planning, and Financial Planning for Individuals, Families, and Small Businesses.

Education

• Penn State University

  B.S., Economics (Money and Banking)

  2000 — 2005

Skills

• Annuity Planning
• Asset Management
• Financial Advisory Services
• Financial Planners
• Financial Advisory
• Long Term Care Planning
• Asset Allocation Strategies
• Investment Advisory Services
• Retirement Planning
• Small Business Retirement Planning
• Disability Insurance Planning
• Strategic Financial Planning
• Financial Planning
• Life Insurance Planning