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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 brings more than 15 years of financial planning experience to his role as a Financial Planner with Barnum Financial Group. Having spent the majority of his career educating Fortune 500 institutions and other large corporations in financial literacy, Ben now leads the line for the SKG Team by servicing a personalized experience to his clientele. Ben has received high praise and awards, including recognition by the 2011 Workplace Leaders in Financial Education Award for the program implemented in the New York Stock Exchange.

For his efforts, he has also participated in the opening bell in recognition. Being raised by his parents who served long-standing roles in education, Ben has continued their legacy by cultivating and empowering his clients in financial decision making -- a massive passion of his. From this, be 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