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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 Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@baystatefinancial.com
LinkedIn Profile matched
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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 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
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AeroLeads found 1 current-domain work email signal for Conor Coogan, Cfp®. Compare company email patterns before reaching out.

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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
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Company profile
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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 →

OG O'Zell Golden, Cfp®, Clu® O'Zell Golden, Cfp®, Clu® Colleague at Ep Wealth AdvisorsLos Angeles Metropolitan Area, United States View → JL Jared Lopez, Cfa Jared Lopez, Cfa Colleague at Ep Wealth AdvisorsOrange County, California, United States View → JN James Nevers, Cfp® James Nevers, Cfp® Colleague at Ep Wealth AdvisorsKirkland, Washington, United States View → JL Jordan Loo Jordan Loo Colleague at Ep Wealth AdvisorsLos Angeles, California, United States View → LD Lucas D. Karasch, Cfp® Lucas D. Karasch, Cfp® Colleague at Ep Wealth AdvisorsSan Diego, California, United States View → BP Bob Priola Bob Priola Colleague at Ep Wealth AdvisorsSan Luis Obispo, California, United States View → BK Bryan Krill Bryan Krill Colleague at Ep Wealth AdvisorsSan Luis Obispo, California, United States View → RB Ross Bernstein Ross Bernstein Colleague at Ep Wealth AdvisorsHermosa Beach, California, United States View → MC Mitch Conlon Mitch Conlon Colleague at Ep Wealth AdvisorsSeattle, Washington, United States View → TW Timothy Wiand, Cfp®, Ea Timothy Wiand, Cfp®, Ea Colleague at Ep Wealth AdvisorsElverson, Pennsylvania, 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 O'Zell Golden, Cfp®, Clu®, Jared Lopez, Cfa, James Nevers, Cfp®, Jordan Loo, and Lucas D. Karasch, Cfp®.

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.

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