Michael Cocco

Managing Partner - CERTIFIED FINANCIAL PLANNER™ professional

How I can help you

Since 2005, Mike has been creating customized, comprehensive financial planning strategies designed to support his clients’ goals. He uses a variety of investment and insurance solutions for wealth accumulation and protection, as well as a structured process that includes frequent client reviews to ensure their investments are properly allocated for their financial strategy and current market conditions.

What makes me knowledgeable

As a CERTIFIED FINANCIAL PLANNER™ professional, Mike has achieved the industry’s highest standard for expertise and credibility in financial planning, and he brings this commitment to every client relationship.

He is also a Chartered Financial Consultant® and has attended the Equitable Institute at Harvard University, an advanced learning curriculum focusing on asset allocation and wealth management. He has been inducted into the Equitable Advisors Hall of Fame and is a member of the firm’s Elite Producer Group. Mike earned a B.S. in economics from Penn State University, and he holds the Series 7, 66 and 24 licenses, as well as the Life and Health Insurance licenses for New Jersey.

Getting to know me

Mike is a leader in his local community, participating in several charity organizations. He is a past president of the Northern New Jersey chapter of the Penn State Alumni Association and 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, which has a mission to conquer childhood cancer. Mike currently resides in Montclair with his wife, Katie, and their children, Rosie and Charlie. Outside the office, he enjoys spending time with family, playing golf, cheering on the New York Yankees and the Kansas City Chiefs, appreciating good wine and food, and supporting all things Penn State.

"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 Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). 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, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. 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 Office Locations

Nutley, NJ

is not owned or operated by Equitable Advisors, LLC or its affiliates.

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