Daniel Cocco

Daniel Cocco

Dan Cocco works to identify solutions for his clients to achieve their short, medium, and long term financial objectives. He is commited to delivering quality service whether its helping with investing for the first time, preparing for retirement, protecting assets, or providing employee benefits for small businesses. After graduating from Penn State and Columbia University he advised global Fortune 500 companies as a consultant with a Big 4 firm focusing on the banking, insurance, automotive, and technology sectors. Previously, he gained experience in non-profit fundraising while working to advance higher education programing and scholarship.

He is passionate about building lasting relationships based on trust and understanding of everyone's personal circumstances and goals. Dan is dedicated to providing his clients with the right level of education, advice, and options needed to help them make informed decisions regarding their future.

Dan grew up in Nutley and currently lives in Hoboken. He is an active alumnus of Penn State and volunteers for local non-profits

 

Professional Qualifications and Recognitions:

  • M.S. in Non-Profit Management from Columbia University
  • B.A. in Advertising from Penn State University
  • Series 7 and 66 from FINRA
  • Various state Life and Health insurance licenses
  • Volunteer, Penn State Alumni Association, Northern NJ Chapter
  • Member, Nutley UNICO - Service Above Self

 

Securities and investment advisory services offered through Equitable Advisors (NY, NJ 212-314-4600, member FINRA, SIPC. Annuity and insurance products offered through Equitable Network, LLC and its subsidiaries. Beacon Wealth Partners is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network AGE-141293 (11/18)(Exp. 11/22)


Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Beacon Wealth Partners is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 973-667-8650
Fax 973-667-8436