Dominic Coconcelli, CFP®

About

Dominic Coconcelli serves as Director of Advanced Planning Concepts for Highland Capital Brokerage. He is a financial services professional with more than a half a decade of experience in the life insurance industry. Dom works in close partnership with financial professionals, assisting them in presenting strategies to their clients by building custom models and visuals that explain advanced planning concepts in a simplified manner. He’s also responsible for the development and upkeep of Highland’s proprietary presentation software, which empowers all internal staff to easily create and share their own customized presentations.

Dom currently holds his CFP designation, along with his Fixed Annuities, and Life and Health licenses.

He is an alumnus of the University of Dayton where he graduated with honors and a bachelor’s degree in business administration with a focus on finance. He also earned an Executive Certificate in Financial Planning from Duquesne University’s Palumbo Donahue School of Business.

Dom currently resides outside of Pittsburgh with his wife, Anne, and their dog, Jax. He enjoys spending his free time with family and friends, camping, golfing, and keeping current with college and pro sports.