CERTIFIED FINANCIAL PLANNER™ Professional

Michael S. Cocco is a CERTIFIED FINANCIAL PLANNER™ professional with AXA Advisors, LLC. Mike is a member of the National Association of Insurance and Financial Advisors (NAIFA) and a Top of the Table Qualifier of the Million Dollar Round Table (MDRT); as well as being named a 2013 Five Star Wealth Manager as seen in New Jersey Monthly magazine.  He also has attended the AXA Institute at Harvard University, an advanced learning curriculum focusing on Asset Allocation and Wealth Management.

 Mike, his father Sal, and their firm deliver wealth accumulation and wealth protection for their clients, while incorporating tax savings techniques through sound financial planning and estate planning.

The firm’s services are comprised of Investments (Retirement Planning, Educational Planning, Asset Management) and Insurance (Life, Disability, and Long Term Care) to ensure that you and your family are taken care of no matter what life may bring.  They also offer succession and transition planning for businesses, accompanied with employee benefits packages.
 
Mike and his wife, Katie, enjoy giving back to their local community of Nutley, NJ through their involvement in several service and charity organizations, including the Nutley Family Service Bureau and Nutley UNICO. In addition, Mike serves as current President of the Northern NJ Chapter of the Penn State Alumni Association, Board member of the Four Diamonds Fund to conquer childhood cancer, and At-Large Director of the Penn State Smeal College of Business Alumni Society Board. He was recognized in 2007 as the Nutley Jaycees Outstanding Young Adult and also as the 2007 Outstanding Recent Alumnus of Penn State University.
 
Contact us today if you would like us to review your existing insurance programs to see if they are meeting your needs and goals, or if you would like a complimentary investment review to view opportunities to control risk and volatility in your portfolio.
 
 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
 
*Estate planning is offered using life insurance or other financial products.