Michael S. Cocco, CFP®, ChFC® helps individuals planning for retirement implement strategies that empower them to control their financial destiny by utilizing a comprehensive approach to financial planning.
For more than a decade, Mike has created customized comprehensive strategies for his clients to improve their financial situation. He is a Certified Financial Planner™ professional, a Chartered Financial Consultant®, and has attended the AXA Institute at Harvard University, an advanced learning curriculum focusing on Asset Allocation and Wealth Management. The combination of Mike’s experience and demonstrated commitment to strengthening his knowledge base can enable his clients to reach their goals.
Mike is passionate about retirement income planning to ensure his clients’ savings can last during their lifetime and also leave a legacy to the next generation in a tax efficient manner. To deliver results, he combines a variety of investment and insurance strategies for wealth accumulation and protection. Mike employs a structured process for frequent client reviews to ensure their investments are properly allocated for their financial strategy as well as the current market cycle.
In addition, he assists small business executives with succession and transition planning for businesses and with employee benefits packages.
Education, Specialized Training and Registrations
- B.S., Economics, Penn State University
- FINRA Series 7, 24, 66 registrations
- Life and Health Insurance licenses
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Financial Consultant®
- AXA Institute at Harvard University
Unique Recognitions
- 2013 and 2016 Five Star Wealth Manager – New Jersey Monthly magazine
- Top of the Table Qualifier – Million Dollar Round Table (an international association for professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.)
Mike is an active leader in the local community participating in several charity organizations, such as the Nutley Family Service Bureau and Nutley UNICO. He previously served as the President of the Northern NJ Chapter of the Penn State Alumni Association and as an At-Large Director of the Penn State Smeal College of Business Alumni Society Board. He also previously was a Board Member of the Four Diamonds Fund to conquer childhood cancer. He was honored to be recognized in 2007 as the Nutley Jaycees Outstanding Young Adult and also as the 2007 Outstanding Recent Alumnus of Penn State University.
Mike and his wife, Katie, reside in Montclair with their children, Rosie and Charlie. When he is not working, Mike enjoys spending time with family, playing golf, all things Penn State, cheering on the New York Yankees and Kansas City Chiefs, and good wine and good food.