A complete list of active advisors currently associated with Cocozza Financial Planning, LTD.

Warmer can help you find a great advisor at Cocozza Financial Planning, LTD. or one who fits your needs even better.

Cocozza Financial Planning provides tailored financial planning services to individual clients through comprehensive, written plans and limited-scope hourly consultations. Plans typically cover balance sheet and cash-flow analysis, income tax considerations, investments, insurance, retirement and estate planning and are prepared on a case-by-case basis to reflect each client’s goals. The firm’s approach emphasizes client-directed implementation: it does not maintain discretionary authority or custody of client assets and presents recommendations that generally favor diversified, market-based exposure (a primary weighting to index funds with supplemental actively managed funds). Asset-allocation guidance is informed by a risk/return questionnaire and consideration of tax and cash-flow needs, and the adviser will recommend professional management when concentration or other issues warrant it. Compared with many independent advisers, the firm does not offer portfolio management for individuals nor charge percentage-of-assets fees, instead delivering planning on a project/hourly basis and leaving implementation choices to clients or third-party managers. The sole practitioner focuses exclusively on financial planning, follows a fiduciary code of ethics (per a NAPFA-style oath), and discloses no referral compensation or other industry affiliations.

To learn more about the advisors currently working at Cocozza Financial Planning, LTD., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.