Advisor at Cocozza Financial Planning, LTD.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cocozza Financial Planning, LTD.
Location
Arlington, VA
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Paul Cocozza is a CFP® credentialed financial advisor with 26 years of experience, operating Cocozza Financial Planning, LTD. in Arlington, VA since 2000. He holds Series 63 and Series 65 licenses and focuses exclusively on independent financial planning. Cocozza Financial Planning is a solo practice providing comprehensive, written financial plans and limited-area hourly consultations to individual clients. The firm’s non-discretionary investment guidance centers on an asset-allocation framework using primarily index funds and avoids more complex trading strategies, with recommendations tailored to client-specific factors.
Based on Cocozza Financial Planning, LTD.
Based on Cocozza Financial Planning, LTD.
$220 per hour
Minimum fee: Minimum charge of $3,520 for Comprehensive Financial Planning Fee-only: Hourly rate of $220/hr for Comprehensive Financial Planning and hourly consultations
Arlington, VA
Virginia
Cocozza Financial Planning, LTD.
2000 - Present (26 years)
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Trust company
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Lawyer
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Real estate agent
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Other specialized services
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