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Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®

Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®

Financial Planner | Financial Services Executive | Investment Advisor Representative

Ben has provided clients with holistic financial planning as a CERTIFIED FINANCIAL PLANNER® professional with Barnum Financial Group since 2005. He proudly co-founded The SKG Team, a team within Barnum Financial Group consisting of eight advisors and fifteen support members. He utilizes a team approach to efficiently service his clients and guarantee timely response and turnaround time.

He has spent the majority of his career focused on educating individuals through financial literacy workshops inside of Fortune 500 institutions and other large corporations. Ben's role in workplace financial literacy was recognized through the 2011 Workplace Leaders in Financial Education Awards for the program implemented at the New York Stock Exchange. He was invited to participate in the opening bell in recognition for his efforts.Additionally, because he prioritizes financial education Ben has successfully attained the CFP®, ChFC®, RICP®, CExP™, ChSNC®, and AIF® designations to expand his knowledge of the industry and provide impactful client experiences.

Ben's expertise has been featured in local and national media outlets including Forbes, Barron's CNBC, US News and World Report, Newsday, Yahoo! News, Money, and more.

 

 

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY. CA License Insurance # 0M95984. AR Insurance Lic #  8645589