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Laurence Kagan is Co-President and Chief Compliance Officer of Kagan Cocozza Asset Management which he founded in 2010 after a career as a lawyer and as a financial advisor at Merrill Lynch. Larry’s practice is national in scope with clients from Pennsylvania to California and includes many families that have been affected by catastrophic injury. Larry’s perspective in this area stems from his experience as a lawyer and his personal experience helping injury victims and their families.  As an asset manager, Larry advises clients in developing and implementing long-term financial plans and managing distribution of assets while protecting and educating families to the burdens and benefits of significant wealth. Larry employs a rigorous and disciplined multi-step process to deliver effective wealth management with a strong focus on risk management. His consultative approach includes establishing objectives, setting strategy, implementing solutions, and reviewing progress to ensure success. He lives in Center City Philadelphia with his wife, Bethann and two children Sophia and Jeremy - and is very active in children’s charities, serving on the Board of the National Foundation for Celiac Awareness.


Michael Cocozza is Co-President of Kagan Cocozza Asset Management which he founded in 2010 after a career as a Financial Advisor at Merrill Lynch. Michael holds an MBA in Finance as well as an undergraduate business degree. Additionally, Michael has earned the Chartered Retirement Planning Counselor, CRPC® designation, allowing him to serve retiring and retired clients more fully. Michael assists clients in developing long-term financial plans by employing a philosophy focused on risk management, tax efficiency and reduction of costs. Michael’s practice is national in scope with clients from Pennsylvania to California and includes many families that have been affected by negligence of others. Along with his wife, Brooke, son Chase and daughter Rylan, he lives in Gloucester County, NJ
 
 
 
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