David M. Cocuzzi

David M. Cocuzzi

Executive Vice President of Beacon of Light Financial Services, Inc.
Chief Compliance Officer
Senior Accountant
IRS Tax Professional - PTIN #P01705768
NYS Tax Preparer Registration #12002585
Professional Trustee
Notary Public
dcocuzzi@gregoryschaffer.com
585-621-3300 Ext 181 585-563-8536 Direct

Mr. David M. Cocuzzi Joined The Gregory L. Schaffer Companies in 2013 after graduating from SUNY Brockport with both a Bachelor’s and Master’s degree in Accounting.

David worked quickly to become a strong advocate for clients in all areas of taxation and finance and to David’s advanced skill set and work ethic, he was promoted in April of 2015 in addition to his Accountant role to become the Chief Compliance Officer for the Investment Advisory division know as Schaffer & Company Asset Management, Inc. He was also appointed as a professional trustee for the trust unit of Beacon of Light Wealth Preservation, Inc.

David has a true passion for empowering clients to be successful by educating them and providing expertise in each area of their financial needs.

When David is not enhancing his clients’ stewardship, he is an avid concert goer, drummer in multiple bands and he has tremendous enthusiasm for all thing music. Hockey, cooking, and travel are some of his other personal interests.

Contact

3205 Mount Read Blvd
Suite 100
Rochester, NY 14616
Email
info@gregoryschaffer.com
Phone
585-621-3300
Toll Free
888-225-1350
Fax
585-621-3334

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ACCESS AGREEMENT

In consideration of Gregory L. Schaffer & Companies (including its affiliated companies, collectively, “Schaffer” “we,” “us” or “our”) providing you access to our Internet web site (“Site”) and the information, documents, newsletters, data, features, functionalities and other materials on our Internet web site, as well as the ability to conduct securities and other transactions through our Site (collectively, and as such may be revised from time to time by us, the “Content”), you (which term, as used herein, includes you personally and the company or other organization on whose behalf we grant you access to the Site) hereby agree to the following terms and conditions (this “Agreement”). This Agreement is in addition to, and does not nullify, any other agreement between you and us governing the conduct of your relationship with us or any other applicable terms and conditions found on the Site. You agree to comply with all rules or restrictions that are posted on the Site.

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