COCOZZA FINANCIAL PLANNING, LTD.

COCOZZA FINANCIAL PLANNING, LTD. is an SEC-registered investment adviser (CRD 117316).

Registration

• CRD: 117316
• Type: Registered investment adviser
• Phone: 703-276-1243
• Latest filing: 2026-03-30
• Clients: 1

Business model

Compensation: Hourly.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117316 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search