Tony Coccarelli - SafeMoney.com

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Texas

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Coccarelli Wealth Management LLC President
Address:
801 East Campbell Road Suite 110 Richardson TX 75081

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Tony is a Chartered Retirement Planning Counselor (CRPC® ) from the College for Financial Planning. He 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.

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1107 Key Plaza #450
Key West FL, 33040-4077
1.877.476.9723
(877.GROW.SAFE)

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