CERTIFIED FINANCIAL PLANNER™ Professional
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
Mike is an active leader in the community participating in several charity organizations, such as the Nutley Family Service Bureau and Nutley UNICO. He currently serves 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 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 Nutley with their daughter, Rosemary. 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.
CFP® and CERTIFIED FINANCIAL PLANNER are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.