Partner
CurrentPartners with clients to design practical solutions addressing the growing complexity of retirement plans and employee benefits programs.
Sep 2018 - Present
AeroLeads people directory · profile
Daniel Cocco, Cpfa®, Aif® Email & Phone Number
Certified Plan Fiduciary Advisor Accredited Investment Fiduciary
at
Beacon Wealth Partners
1 work email found
@beaconwealthpartners.com
3 phones found area 207 and 201
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Plan Fiduciary Advisor Accredited Investment Fiduciary
Location
United States, United States, United States
Who is Daniel Cocco, Cpfa®, Aif®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Daniel Cocco, Cpfa®, Aif® is listed as Certified Plan Fiduciary Advisor Accredited Investment Fiduciary at Beacon Wealth Partners, based in United States, United States, United States. AeroLeads shows a work email signal at beaconwealthpartners.com, phone signal with area code 207, 201, and a matched LinkedIn profile for Daniel Cocco, Cpfa®, Aif®.
Daniel Cocco, Cpfa®, Aif® previously worked as Partner at Beacon Wealth Partners and Organizational Effectiveness Consultant at Slalom Consulting. Daniel Cocco, Cpfa®, Aif® holds M.S., Non-Profit/Public/Organizational Management from Columbia University.
Company email context
Email format at Beacon Wealth Partners
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*@beaconwealthpartners.com
68% confidence
AeroLeads found 1 current-domain work email signal for Daniel Cocco, Cpfa®, Aif®. Compare company email patterns before reaching out.
Profile bio
About Daniel Cocco, Cpfa®, Aif®
Dan partners with business owners and management to design practical solutions that address the growing complexity of retirement plans and employee benefits programs. He helps to implement improvements that support both employees and companies with their financial goals while staying compliant with the latest regulations. Prior to joining the firm, Dan advised global Fortune 500 companies as a management consultant with PricewaterhouseCoopers, Ernst & Young, and Slalom Consulting focusing on the banking, insurance, automotive, and technology sectors. Dan earned a B.A. from Penn State University and an M.S. from Columbia University. He holds the Certified Plan Fiduciary Advisor (CPFA®) and Accredited Investment Fiduciary® (AIF®) credentials demonstrating knowledge, expertise, and commitment working with retirement plans.
Listed skills include Wealth Management, Tax Efficient Investing Strategies, Retirement Planning, Insurance Planning, and 34 others.
Current workplace
Daniel Cocco, Cpfa®, Aif®'s current company
Company context helps verify the profile and gives searchers a useful next step.
7 roles
Daniel Cocco, Cpfa®, Aif® work experience
A career timeline built from the work history available for this profile.
Organizational Effectiveness Consultant
Dec 2017 - Aug 2018
Senior Consultant - Financial Services | People Advisory Services
Feb 2015 - Dec 2017
Senior Associate In Advisory
Jul 2014 - Feb 2015
Experienced Associate In People & Change
May 2011 - Jun 2014
Assistant Director, Office Of Alumni & Development
Jul 2008 - Apr 2011
Life Marketing Intern
Jun 2007 - Aug 2007
2 education records
Daniel Cocco, Cpfa®, Aif® education
M.S., Non-Profit/Public/Organizational Management
Columbia University
B.A., Public Relations
Penn State University
FAQ
Frequently asked questions about Daniel Cocco, Cpfa®, Aif®
Quick answers generated from the profile data available on this page.
What company does Daniel Cocco, Cpfa®, Aif® work for?
Daniel Cocco, Cpfa®, Aif® works for Beacon Wealth Partners.
What is Daniel Cocco, Cpfa®, Aif®'s role at Beacon Wealth Partners?
Daniel Cocco, Cpfa®, Aif® is listed as Certified Plan Fiduciary Advisor Accredited Investment Fiduciary at Beacon Wealth Partners.
What is Daniel Cocco, Cpfa®, Aif®'s email address?
AeroLeads has found 1 work email signal at @beaconwealthpartners.com for Daniel Cocco, Cpfa®, Aif® at Beacon Wealth Partners.
What is Daniel Cocco, Cpfa®, Aif®'s phone number?
AeroLeads has found 3 phone signal(s) with area code 207, 201 for Daniel Cocco, Cpfa®, Aif® at Beacon Wealth Partners.
Where is Daniel Cocco, Cpfa®, Aif® based?
Daniel Cocco, Cpfa®, Aif® is based in United States, United States, United States while working with Beacon Wealth Partners.
What companies has Daniel Cocco, Cpfa®, Aif® worked for?
Daniel Cocco, Cpfa®, Aif® has worked for Beacon Wealth Partners, Slalom Consulting, Ey, Pwc, and Columbia University.
How can I contact Daniel Cocco, Cpfa®, Aif®?
You can use AeroLeads to view verified contact signals for Daniel Cocco, Cpfa®, Aif® at Beacon Wealth Partners, including work email, phone, and LinkedIn data when available.
What schools did Daniel Cocco, Cpfa®, Aif® attend?
Daniel Cocco, Cpfa®, Aif® holds M.S., Non-Profit/Public/Organizational Management from Columbia University.
What skills is Daniel Cocco, Cpfa®, Aif® known for?
Daniel Cocco, Cpfa®, Aif® is listed with skills including Wealth Management, Tax Efficient Investing Strategies, Retirement Planning, Insurance Planning, 401K Rollovers Strategies, Financial Advisory Services, Client Education, and Employee Benefits.
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