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Cocozza Financial Planning
Cocozza Financial Planning is a ria; the Altss profile covers its classification, headquarters, registration, AUM band, and key contacts for private-markets...
Overview
COCOZZA FINANCIAL PLANNING, LTD. is a state-registered investment adviser. It has one employee and one investment adviser.
General information
Firm type
RIA
Frequently asked questions
How does Cocozza Financial Planning manage client portfolios?
Portfolios are constructed using a mix of US equities, fixed income securities, mutual funds, and ETFs, with an emphasis on low-cost passive vehicles for core holdings. The firm employs disciplined rebalancing based on individual risk tolerance, time horizon, and financial goals.
Is Cocozza Financial Planning a fiduciary?
As a registered investment adviser (RIA), Cocozza Financial Planning is bound by a fiduciary duty to act in the best interests of its clients, which includes full disclosure of fees and conflicts of interest.
What is the firm's compensation structure?
Cocozza Financial Planning operates on a fee-only basis, charging clients a percentage of assets under management (AUM). It does not earn commissions from product sales, which aligns its revenue model with client asset growth.
Does Cocozza Financial Planning offer retirement planning services?
Yes, retirement planning is a core service offering. The firm assists clients with IRA and 401(k) rollovers, retirement income projections, Social Security claiming strategies, and required minimum distribution (RMD) planning.
What geographic area does Cocozza Financial Planning serve?
The firm primarily serves clients in its local region, though as an RIA it can accommodate clients from other states subject to registration requirements. Specific office locations are not publicly available.
How does Cocozza Financial Planning differ from larger wealth management firms?
The firm positions itself as an independent, client-focused advisory practice rather than a large institutional manager. This allows for more personalized service, direct principal-to-client interaction, and a fiduciary framework free from proprietary product mandates.
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