Nicholas J. Coccimiglio 360 Financial Planning, LLC |
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My mission is to provide comprehensive financial planning and support services that best meet the needs of individuals and their attorneys in relation to the settlement process. I am committed to enabling my clients to be prepared for the expected, protected from the unexpected, and equipped to face their unique challenges.
Settlement and Planning Expertise:
- Future needs analysis for settlement recipients
- Experience in catastrophic personal injury cases including medical malpractice and wrongful death as well as employment cases involving wrongful termination and discrimination
- Cases involving minors
Professional Experience:
- Millennium Settlements, Inc., San Francisco, California
Settlement Planner, January 2008 - Present - EPS Settlements Group, San Francisco, California
Structured Settlement Broker, October 2005 - December 2007
Professional Affiliations:
- Evolve Securities, Inc. - Registered Representative, Investment Advisor
Representative, February 2008 - Present - Sudden Money Institute®
Professional Licenses and Designations:
- NSSTA Certified Structured Settlement Consultant (CSSC)
- Securities Licensed (FINRA), Series 7 and 66
- Life and Health Insurance License – Multiple State Registrations
Memberships:
- Consumer Attorneys of California
- San Francisco Trial Lawyers Association
- Alameda Contra Costa Trial Lawyers' Association
- National Structured Settlements Trade Association (NSSTA)
- NSSTA Education Committee, 2008 - Present
Education:
- B.S. Communication, California Polytechnic University
San Luis Obispo, California, 2005 - NSSTA Certified Structured Settlement Consultant
NSSTA designation developed in conjunction with the University of Notre Dame - Mendoza College of Business Executive Education Program
2007 - 2007
Non matriculated professional certification program consists of more than 80 hours of classroom and study culminating in a comprehensive examination. Provides a comprehensive understanding of structured settlements, combining academic rigor and perspective with the latest developments impacting the settlement industry
*Securities offered through Evolve Securities, Inc.
Member FINRA/SiPC (www.FINRA.org)
5300 Bee Caves Road, Building III, Suite 100
Austin, TX 78746 888.557.0222
Millennium Settlements, Inc. and Evolve Securities, Inc. are not affiliated.
“I have worked with Nick Coccimiglio and he is one of the most hard working, focused and motivated consultants with whom I have ever worked. He was highly professional and knowledgeable and assisted our firm with setting up a structured settlement as efficiently as possible. His work allowed our client to structure their financial recovery in a manner which best served their financial needs and objectives while also significantly reducing their tax burden.”
Kelly Armstrong
The Armstrong Law Firm
San Francisco, CA
“My son, James Beall Jr. was involved in a serious accident. His life, as he knew it, was changed forever. The first time we met Nicholas he was well prepared and took the time to explain the benefits of a structured settlement. Nicholas has proven over and over again that he is always available to us and has my son’s best interest in mind. My family and I have complete confidence in him. Because of his expertise my son will be protected and taken care of the rest of his life.”
Lynne Beall
“In major cases, plaintiffs often need their own annuity expert to maximize their payments. Nick recently did a great job in one of my cases.”
Paul V. Melodia
Walkup, Melodia, Kelly & Schoenberger
San Francisco, CA
“Nick is extremely knowledgeable, enthusiastic and compassionate in his role of helping my clients, who are the victims of serious injury. He works closely with me to ensure that my clients, usually financially unsophisticated, are well informed about their options and works tirelessly to help implement a financial plan to help secure their future. I highly recommend him.”
J. Kevin Morrison, Partner
Jones, Clifford, Johnson and Johnson LLP
San Francisco, CA
“I have worked with Nick Coccimiglio and know him to be very knowledgeable, professional, and conscientious. He is able to relate to both attorneys and clients alike and educates all parties involved in a very simple, straight-forward and practical manner. I would recommend Nick to anyone that has a client in need of a structure or other professional financial guidance as it relates to a settlement or judgment - I won't use anyone else...”
Matthew J. Quinlan, Esquire, Partner
The Cartwright Law Firm
San Francisco, CA
Millennium Settlements
3500 Financial Plaza, 4th Floor
Tallahassee, Florida 32312
(800) 573-8853 | (850) 894-4265 | (850) 894-4269 (fax)
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Primary Geography: Tallahassee, Florida. Cities: Orlando, Fort Lauderdale, Boca Raton, Palm Beach, Lakeland, Coral Gables, Clearwater, Melbourne, Coral Springs, Fort Myers, Gainesville, Hialeah, Hollywood, Jacksonville, Miami Beach, Palm Bay, Pembroke Pines, Plantation, Pompano Beach, Port St. Lucie, St. Petersburg, Sunrise, Tallahassee, Tampa, and West Palm Beach. Counties: Miami-Dade, Broward, Palm Beach, Lee, Pinellas, St. Lucie, Hillsborough, Collier, Sarasota, Manatee, Orange, Seminole, Osceola, Pasco, and Monroe.
