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

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

Financial Planner | Financial Services Executive

(914) 372-2939

bsoccodato@barnumfg.com

*Named as a Forbes 2025 Best-In-State Wealth Advisor*

I truly believe I wouldn’t be a successful financial professional over the past 20+ years if I didn’t love what I do. I want my clients to achieve that same level of success. My biggest goal is always to make an impact on my client’s lives and to ensure we build a secure future for their loved ones. As a father of three children, I know how important it is to leave a legacy.

That same mentality carries over with SKG. Our family office consists of a team of financial professionals with that same mission and thrive on our client-first philosophy. We take our work very seriously. We strive to be masters of our craft. The majority of our advisors are financial planners and many also hold the CERTIFIED FINANCIAL PLANNER® certification.

I have been blessed to be able to mentor young advisors on their career journeys. I love coaching up my financial team and pushing them so they can access the very best versions of themselves. That’s what makes the SKG team at Barnum such a rewarding part of my life.

Notable Achievements

  • Awarded for Financial Literacy workshops by the NYSE in 2011

  • Named to Forbes Best-In-State Wealth Advisors List (2022-2025)***

  • Active with the Barnum Foundation (Charity carnivals, Bikes for Kids, etc.)

  • Cited in major news outlets: Barons, CNBC, U.S. News and World Report, Forbes, Yahoo News

  • Co-founded a top team within Barnum

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

*** 2025 Best in State Wealth Advisors ranking was issued by Forbes on 04/03/2025 for the period covering 6/30/2024 - 4/1/2025. For 2024, award was issued in April 2024 for the time period 6/30/2023-4/1/2024. For 2023, award was issued in April 2023 for the time period 6/30/2022-4/1/2023. For 2022, award was issued in April 2022 for the time period 6/30/2021-4/1/2022. The ranking was developed by Shook Research based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, visit www.forbes.com.