Location Philadelphia, Pennsylvania, United States Regions Greater Philadelphia Area, Great Lakes, Northeastern US Gender Male
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Michael Cocozza helped launch Kagan Cocozza Asset Management in 2010 after a career as a Financial Advisor at Merrill Lynch. Michael holds an MBA in Finance as well as an undergraduate business degree. Michael assists clients in developing long-term financial plans by employing a philosophy focused on risk management, tax efficiency and cost
reduction. Michael’s practice is national in scope with clients from New Jersey to California. Along with his wife, Brooke, and 3 children he lives in Gloucester County, NJ. Michael enjoys the beach, Philadelphia and University of Maryland sports teams, and fitness activities.
