Laurence Kagan is Co-President of Kagan Cocozza Asset Management which he founded in 2010 after a career as a lawyer and then as a financial advisor at Merrill Lynch.
He lives in Wynnewood, PA with his wife, Bethann and their two children Sophia and Jeremy - and is very active in childrens' charities, serving as chairman of the board of The Frozen Lemonade Cup, Inc. - a multi-city youth ice hockey tournament that raises money in the fight against childhood cancer.He also has a passion for travel, food, boating, aviation and golf.
He lives in Wynnewood, PA with his wife, Bethann and their two children Sophia and Jeremy - and is very active in childrens' charities, serving as chairman of the board of The Frozen Lemonade Cup, Inc. - a multi-city youth ice hockey tournament that raises money in the fight against childhood cancer.He also has a passion for travel, food, boating, aviation and golf.
Services
Investments are important. But they are only a means to an end. Goal based-planning allows us to put things into perspective, and determine if we are on the right track, or taking too much or too little risk.
At Kagan Cocozza, we use a dynamic web-based planning tool that allows you to integrate all your assets real-time, whether we manage them or not, and give you a constantly updating snapshot of your likelihood of success in meeting your stated goals.Wealth management is about more than investments.
At Kagan Cocozza, we use a dynamic web-based planning tool that allows you to integrate all your assets real-time, whether we manage them or not, and give you a constantly updating snapshot of your likelihood of success in meeting your stated goals.Wealth management is about more than investments.
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