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Agustina Coccaro

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Agustina Coccaro
Financial Security Advisor
Phone: 
604-688-6535 x3
E-mail: 
agustina@wealthsensefinancial.com

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.

Contact Us

Contact us today to learn more. Don’t delay the most important financial decision of your life, working with a trusted financial security advisor has been proven to be one of the most important financial decisions that you will ever make. Take action today so that you can enjoy a better tomorrow.

Get to know us

Vancouver Office
Phone: 604-688-6535
Fax: 778-945-8399
Email: support@wealthsensefinancial.com
Suite 310 – 1650 West 2nd Ave Vancouver, BC V6J 1H6


Squamish Office
Phone: 604-892-8281
Fax: 778-945-8399
Email: agustina@wealthsensefinancial.com
PO BOX 1392 Squamish, BC V8B 0A9

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