Advisor profile


My approach

Samuel Dicocco - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Samuel Dicocco - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Family Finances
  • Women's Financial Strategies
  • Investments
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Small Business
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Bachelors of Science, Finance, The Pennsylvania State University, State College PA