About Us
Our mission is to help our clients achieve their financial goals and fulfill their personal dreams.  We’ll prepare you for the road ahead and help you enjoy the journey!
 
Building lifelong relationships rooted in trust. At Coccarelli Wealth Management, our sole focus is you!
For twenty years, Tony Coccarelli created, implemented and monitored financial plans and portfolios for clients of a nationally recognized and well-respected financial services firm.  Now, as an independent advisor, Tony has the freedom to examine and research the large “universe” of financial products and recommend an objective plan specific to your unique needs.  He focuses on establishing sophisticated -- yet easy to understand -- solutions for protecting and preserving wealth with an open-architecture investment platform.  We are excited to announce that we are expanding our relationship with Fidelity Investments, one of the country's leading financial institutions, and Global Financial Private Capital, LLC, an SEC Registered Investment Advisor and institutional money management firm. 

Tony is an Investment Advisor Representative, offering Advisory Services through Global Financial Private Capital, LLC.  He is a Chartered Retirement Planning Counselor (CRPC® ) from the College for Financial Planning.  Tony is a member of the National Association of Insurance and Financial Advisors (NAIFA), an organization dedicated to enhancing its members' business and professional skills.  Tony is also a member of the National Ethics Association, which provides extensive background checks for financial professionals.  In addition, he has qualified for the insurance industry's prestigious Million Dollar Round Table, which is reserved for those displaying the highest standards of ethics and professional knowledge.  

With his optimistic attitude and enthusiastic smile, Tony has helped clients dream big and achieve success on the road of life since 1989.  His business has been built on pride, integrity and great customer service, which shows in the fact that many of Tony's clients have been with him since the beginning of his career.  We genuinely care about our clients.  They're not economic opportunities -- they're our friends. 

On the personal side, Tony is the second of five boys raised in a large Italian family.  Tony proudly served his country in the U.S. Navy's South Pacific 7th Fleet.  Today, in addition to being an accomplished public speaker, Tony enjoys a wide variety of sports, including cardio weight training and running.  He loves spending quality time with family and friends, as well as traveling with his wife Jan.  Every chance he gets, Tony also enjoys having a good conversation over a cup of coffee.  He would welcome the opportunity to enjoy a cup with you.  Give him a call!  (214) 234-8414.

With the variety of investment alternatives today, selecting the right financial advisor requires careful consideration.  So -- if you're looking for the right blend of personal service and experience, you've come to the right place.  To schedule a time to discuss your financial future, contact us at tony@tonycoccarelli.com or (214) 234-8414 (local) or (800) 304-4020 (toll-free).  We would love to meet you!


 

Free Consultation
For over twenty years, Tony Coccarelli has created, implemented and monitored financial plans and portfolios for his clients. We invite you to join him for a no-obligation consultation.
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