Michael Cocco

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.