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Daniel Cocco, CPFA®, AIF®

Daniel Cocco, CPFA®, AIF®


How I can help you

Dan actively partners with business owners and management to design practical solutions that address the growing complexity of retirement plans and employee benefits programs. He helps to implement improvements that support both employees and companies with their financial goals while staying compliant with the latest regulations. Dan and the team are committed to delivering exceptional service, whether it's helping clients and plan participants who are investing for the first time or those nearing retirement. Dan works to provide financial education, independent advice, and the appropriate options so that clients have what they need to make informed decisions regarding their own future.

What makes me knowledgeable

Prior to joining the firm, Dan advised global Fortune 500 companies as a management consultant with PricewaterhouseCoopers, Ernst & Young, and Slalom Consulting focusing on the banking, insurance, automotive, and technology sectors. Previously, he worked in higher education to advance academic programing and student scholarship. Dan earned a B.A. from Penn State University and an M.S. from Columbia University. He holds the Certified Plan Fiduciary Advisor (CPFA) credential demonstrating knowledge, expertise, and commitment working with retirement plans, along with Series 7 and 66 licenses, as well as various state Life and Health Insurance licenses.

Getting to know me

Dan currently lives in Montclair, NJ with his wife Rebecca. He is active with the Penn State Alumni Association and volunteers to support local nonprofits. Dan is a PSU Football fan who enjoys cooking, great music, and the beach.

Memberships, Associations & Designations 

  • Penn State Alumni Association
  • Columbia Alumni Association (CAA) 
  • NAPA Certified Plan Fiduciary Advisor (CPFA)
  • SHRM Professional Membership
  • North Essex Chamber of Commerce
  • Suburban Essex Chamber of Commerce
  • Nutley Chamber of Commerce
  • Nutley Family Service Bureau (NFSB) Volunteer

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.