"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 he works tirelessly to help implement a financial plan to help secure their future. I highly recommend him." - J. Kevin Morrison, Esquire

Nicholas J. Coccimiglio, CSSC

Settlement Planner / Financial Advisor
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Nicholas J. Coccimiglio, Principal and Managing Partner of 360 Financial Planning, LLC, witnessed first-hand the challenges faced by settlement recipients when a member of his family fell victim to catastrophic injury as a result of medical malpractice. Inspired by this traumatic event, Nicholas began his career as a structured settlement consultant and soon after, at the age of 24, became the youngest Certified Structured Settlement Consultant in the history of the designation.

This experience set Nicholas on a path to change the way in which settlement recipients make financial decisions and to drastically improve the quality of advice they receive.

After passing the series 7 and 66 exams, Nicholas continued his financial education through UC Berkeley's Personal Financial Planning Program. Soon after, Nicholas was invited to join the Sudden Money Institute as their youngest member and quickly became a featured speaker on the topic of Legal Settlements at their annual conference in West Palm Beach, FL. Equipped with this education and experience, Nicholas successfully incorporated the traditional structured settlement annuity into a comprehensive financial planning model that ultimately became the basis for what 360 Financial Planning is today - the leading provider of comprehensive financial planning and consulting services for litigants.

In his free time, Nicholas enjoys snowboarding, traveling, being with his family (including his three little sisters), and spending time with his fiancee.

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, adults lacking capacity, and individuals receiving needs-based government benefits.

PROFESSIONAL EXPERIENCE

  • 360 Financial, LLC, San Francisco, CA
    Partner / Settlement Planner
    2011 - Present
  • 360 Financial Planning, LLC, San Francisco, CA
    Partner / Settlement Planner
    2010 - 2011
  • Millennium Settlements, Inc., San Francisco, CA
    Settlement Planner
    2008 - 2010
  • EPS Settlements Group, San Francisco, CA
    Structured Settlement Broker
    2005 - 2007

PROFESSIONAL AFFILIATIONS

  • Barden Capital

PROFESSIONAL LICENSES & DESIGNATIONS

  • Certified Structured Settlement Consultant (CSSC)
  • Series 66 License
  • Life and Health Insurance License - Multiple State Registrations

MEMBERSHIPS

  • Consumer Attorneys of California
  • San Francisco Trial Lawyers Association

EDUCATION

  • U.C. Berkeley Personal Financial Planning Program
  • NSSTA Certified Structured Settlement Consultant, 2007 Certification developed in conjunction with University of Notre Dame Mendoza College of Business
  • B.S, Communication, California Polytechnic State University, San Luis Obispo, CA