PJ Succoso, CFP®
President
PJ Succoso is a CERTIFIED FINANCIAL PLANNER® professional who helps individuals and families approach retirement with clarity and confidence. He specializes on income planning, protection strategies & Medicare. He takes the time to listen, explain each recommendation clearly, and help clients make informed decisions that will have lifelong impact on themselves and their estate. His goal is to build long-term relationships and serve as a trusted resource through every aspect of retirement planning. With an Economics degree from Franklin & Marshall College, PJ brings a thoughtful and disciplined approach to his work.