Ben Soccodato, CFP®, ChFC®, RICP®, CExP™, ChSNC®, AIF®
Financial Planner | Financial Services Executive
*Named as a Forbes 2025 Best-In-State Wealth Advisor*
I love what I do and have been proud to be part of the firm for the past 21 years. My biggest goal has always been to make an impact on my clients’ lives and help them build a secure future for the people they care about most. As a father of three children, I understand how important it is to leave a lasting 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 the Forbes Best-In-State Wealth Advisors List (2022–2026)**
- Active with the Barnum Foundation, supporting initiatives including Charity Carnivals and Bikes for Kids
- Cited in major news outlets including Barron’s, CNBC, U.S. News & World Report, Forbes, and Yahoo News
- Co-founded one of the top-performing teams within Barnum
- Helped grow SKG into a team of 55+ professionals
- Recognized as Team of the Year within the MassMutual system for the past two years
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
*2026 Best in State Wealth Management Teams ranking was issued by Forbes on 1/9/ 2026 for the period covering 3/31/2024-3/31/2025. To be considered, must be fully operational as a team for one year and one team member must have a minimum of seven years’ experience. The rankings were 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.