Michael Cocco

Michael Cocco

Managing Partner - CERTIFIED FINANCIAL PLANNER™

Since 2005, 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 strengthen 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.

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 is a past President of the Northern NJ Chapter of the Penn State Alumni Association and is 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.

Mike currently resides in Montclair with his wife, Katie, their daughter Rosie, and their son 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 the Kansas City Chiefs, and good wine and good food.

Professional Qualifications and Recognitions:

•B.S. in Economics from Penn State University
•AXA Institute at Harvard University
•AXA Advisors Hall of Fame Inductee
•Million Dollar Roundtable Top of the Table Qualifier
•Member of EPG (Elite Producer Group)
•Series 7, 66, and 24 from FINRA
•NJ Life and Health Insurance Licenses
•Five Star Wealth Manager as seen in NJ Monthly Magazine – Multi-Year Winner
•2007 Nutley Jaycees Outstanding Young Adult Award Winner
•2007 Recent Alumnus Award- Penn State University
 
 
"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."
 
 

California Insurance License #: 0I03675


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA 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
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