Agustina Coccaro
Agustina Coccaro
Financial Security Advisor
Phone:
604-688-6535 x3 Agustina Coccaro has been working in the financial industry for the past 4 years. After 3 years in an administrative role, she decided to start her own financial planning practice with Freedom 55 Financial. As a result of her passion, she was approached to join WealthSense Financial Group Inc., a firm specializing in working with young professionals and business owners, where she continues to help her clients reach their goals. She has dedicated her entire working career to client service management and prides herself on providing the highest standard of support to her clients.
Having completed several courses in the Executive Administration program at UBC Sauder School of Business, Agustina not only uses her strategic training, but brings her warm personality to every meeting. Agustina is working towards completing her Associate, Client Services (ACS) designation and looks forward to earning her Certified Financial Planner (CFP) designation in the future.
Designations and Associations
Advocis™ is the Financial Advisors Association of Canada. As a voluntary organization, Advocis is committed to ensuring professionalism among its members. Financial advisors who are members must adhere to an established professional Code of Conduct, uphold standards of best practice, participate in ongoing continuing education programs, maintain appropriate levels of professional liability insurance and be committed to putting their clients’ interests first.
Testimonials
-
I started investing for retirement late. For almost 10 years Nelson has been advising me on financial planning and how to achieve my retirement goals. Thanks to his help and sound advice, I have been steadily building my retirement fund through the markets' ups and downs and I feel confident that I will achieve my goals. I would not hesitate to recommend him to anyone who needs a financial planner. Nelson and his team are always available to answer my questions.
Wanda Simek, Lawyer
-
I’ve been working with Nelson for many years now and can I can strongly recommend WealthSense Financial Group. His financial planning advice always shows strong diversification and fits well with my risk tolerance patterns. His input has set up a strong retirement platform for my wife and I.
Alistair Stewart, PhD
-
We had connected with Nelson through a professional group and have had an exceedingly productive partnership with him for the last 5 years. He has an exceptional understanding of both of our diverse professional needs and also a wealth of contacts who are able to help us with any aspect of our finances. We have and will continue to unequivocally recommend him to our friends and colleagues.
Dr Chelsea Elwood, Obstetrics & Gynaecology
-
WealthSense Financial Group has been a great resource to me and their service is excellent! I would recommend them to anyone who wants to take their financial planning to the next level.
Kevin Wong, CPA, CA
-
As a business owner, Nelson and his team have provided us with the knowledge, guidance and the necessary financial planning tools to help us realize our goals of building sustainable wealth and a comfortable retirement for our future.
T. Anderson, Anderson Brothers Trucking
