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

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

Financial Planner | Financial Services Executive | Investment Advisor Representative

 

Ben brings more than 14 years of financial planning experience to his role as a Certified Financial Planner with Barnum. Ben has spent the majority of his career focused on educating individuals through financial literacy workshops inside of Fortune 500 institutions and other large corporations. With his father a retired principal and mother a teacher, his passion is empowering his clients to make educated financial decisions. 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. Ben participated in the opening bell in recognition for his efforts.

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