Michael Coco
Financial Advisor
475-205-7018
Michael joined the financial services industry in 2010 after graduating from Quinnipiac University in Hamden, CT, with a Bachelor of Science Degree in Business. Throughout his career, he has held multiple roles that have given him extensive knowledge of wealth management, with a strong focus on exceptional client service.
Business Philosophy
Michael’s passion for personal finance began at an early age when his parents gave him his first U.S. Savings Bond. That simple gift sparked a lifelong appreciation for investing and taught him about the power of delayed gratification.
Today, Michael believes financial success is about more than just a number—it’s about aligning financial goals with core values to create a fulfilling life. By understanding his clients' priorities, Michael develops financial roadmaps that empower them to make confident decisions, alleviate financial stress, and focus on what truly matters.
Business Philosophy
Michael’s passion for personal finance began at an early age when his parents gave him his first U.S. Savings Bond. That simple gift sparked a lifelong appreciation for investing and taught him about the power of delayed gratification.
Today, Michael believes financial success is about more than just a number—it’s about aligning financial goals with core values to create a fulfilling life. By understanding his clients' priorities, Michael develops financial roadmaps that empower them to make confident decisions, alleviate financial stress, and focus on what truly matters.
His holistic approach to financial planning integrates cash flow planning, investment management, tax-efficiency, risk management and estate planning, to provide a comprehensive plan tailored to each client’s unique goals.
Personal Background
Originally from Brewster, NY, Michael resides in Wilton, CT, with his wife, Kelly, and their son, Cameron. Outside of work, Michael enjoys spending time with family & friends, playing golf and grilling.