AeroLeads people directory · profile

Conor Coogan, Cfp® Email & Phone Number

Senior Financial Planner at EP Wealth Advisors
Location: Wakefield, Massachusetts, United States 5 work roles 1 school
1 work email found @baystatefinancial.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@baystatefinancial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
EP Wealth Advisors
Role
Senior Financial Planner
Location
Wakefield, Massachusetts, United States
Company size
138 employees

Who is Conor Coogan, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Conor Coogan, Cfp® is listed as Senior Financial Planner at EP Wealth Advisors, a company with 138 employees, based in Wakefield, Massachusetts, United States. AeroLeads shows a work email signal at baystatefinancial.com and a matched LinkedIn profile for Conor Coogan, Cfp®.

Conor Coogan, Cfp® previously worked as Financial Planning Consultant at Baystate Financial and Equipment Room, Fitness Center, and Front Desk Attendant at Unh Hamel Recreation Center. Conor Coogan, Cfp® holds Bachelor Of Science In Business Administration, Finance And Management; Real Estate Track from University Of New Hampshire -- Peter T. Paul College Of Business And Economics.

Company email context

Email format at EP Wealth Advisors

This section adds company-level context without repeating Conor Coogan, Cfp®'s masked contact details.

*@baystatefinancial.com
68% confidence

AeroLeads found 1 current-domain work email signal for Conor Coogan, Cfp®. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Conor Coogan, Cfp®

Conor Coogan, Cfp® is a Senior Financial Planner at EP Wealth Advisors. He possess expertise in microsoft office, customer service, microsoft excel, management, microsoft word and 5 more skills.

Listed skills include Microsoft Office, Customer Service, Microsoft Excel, Management, and 6 others.

Current workplace

Conor Coogan, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

EP Wealth Advisors
Ep Wealth Advisors
Senior Financial Planner
torrance, california, united states
Website
epwealth.com
Employees
138
AeroLeads page
Company profile
View company profile Email format
5 roles

Conor Coogan, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Financial Planner

Current
Ep Wealth Advisors

Norwood, Massachusetts, United States

Aug 2024 - Present

Equipment Room, Fitness Center, And Front Desk Attendant

Unh Hamel Recreation Center

Durham, NH

Sep 2014 - May 2017

Management Services Intern

Transwestern

Wilmington, MA

Jun 2016 - Jan 2017

Self Employed Landscaper

Able'S Landscaping Company

Wakefield, MA

May 2009 - Aug 2015
Team & coworkers

Colleagues at EP Wealth Advisors

Other employees you can reach at epwealth.com. View company contacts for 138 employees →

AC Aleksandr Chkadua, Cfp® Aleksandr Chkadua, Cfp® Colleague at Ep Wealth AdvisorsMarina Del Rey, California, United States, United States View → SU Scott Upham Scott Upham Colleague at Ep Wealth AdvisorsPortland, Maine Metropolitan Area, United States View → MM Mike Mcginley, Cfp®, Aif® Mike Mcginley, Cfp®, Aif® Colleague at Ep Wealth AdvisorsPhoenix, Arizona, United States, United States View → RS Rob Sepulveda Rob Sepulveda Colleague at Ep Wealth AdvisorsLomita, California, United States, United States View → RD Robert Davis Robert Davis Colleague at Ep Wealth AdvisorsSalt Lake City, Utah, United States, United States View → SC Sean Cartin, Cfp® Sean Cartin, Cfp® Colleague at Ep Wealth AdvisorsSan Diego, California, United States, United States View → JM Jonathon Matson, Crps® Jonathon Matson, Crps® Colleague at Ep Wealth AdvisorsPhoenix, Arizona, United States, United States View → RH Richard Hernandez Richard Hernandez Colleague at Ep Wealth AdvisorsGreater Phoenix Area, United States View → PD Patrick Donovan Patrick Donovan Colleague at Ep Wealth AdvisorsBoston, Massachusetts, United States, United States View → SS Stephan Siegel Stephan Siegel Colleague at Ep Wealth AdvisorsWalnut Creek, California, United States, United States View →
1 education record

Conor Coogan, Cfp® education

FAQ

Frequently asked questions about Conor Coogan, Cfp®

Quick answers generated from the profile data available on this page.

What company does Conor Coogan, Cfp® work for?

Conor Coogan, Cfp® works for EP Wealth Advisors.

What is Conor Coogan, Cfp®'s role at EP Wealth Advisors?

Conor Coogan, Cfp® is listed as Senior Financial Planner at EP Wealth Advisors.

What is Conor Coogan, Cfp®'s email address?

AeroLeads has found 1 work email signal at @baystatefinancial.com for Conor Coogan, Cfp® at EP Wealth Advisors.

Where is Conor Coogan, Cfp® based?

Conor Coogan, Cfp® is based in Wakefield, Massachusetts, United States while working with EP Wealth Advisors.

What companies has Conor Coogan, Cfp® worked for?

Conor Coogan, Cfp® has worked for Ep Wealth Advisors, Baystate Financial, Unh Hamel Recreation Center, Transwestern, and Able'S Landscaping Company.

Who are Conor Coogan, Cfp®'s colleagues at EP Wealth Advisors?

Conor Coogan, Cfp®'s colleagues at EP Wealth Advisors include Aleksandr Chkadua, Cfp®, Scott Upham, Mike Mcginley, Cfp®, Aif®, Rob Sepulveda, and Robert Davis.

How can I contact Conor Coogan, Cfp®?

You can use AeroLeads to view verified contact signals for Conor Coogan, Cfp® at EP Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Conor Coogan, Cfp® attend?

Conor Coogan, Cfp® holds Bachelor Of Science In Business Administration, Finance And Management; Real Estate Track from University Of New Hampshire -- Peter T. Paul College Of Business And Economics.

What skills is Conor Coogan, Cfp® known for?

Conor Coogan, Cfp® is listed with skills including Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Leadership, Powerpoint, and Strategic Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.