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.