Conor Coogan, CFP®

Senior Financial Planner

Boston, Massachusetts

Conor Coogan had over seven years of experience in the wealth management industry before joining EP Wealth Advisors in August 2024. Conor worked for Baystate Financial as a financial planning consultant, where he learned the ropes of financial planning, developing his passion for educating others on making financial decisions.
As a Senior Financial Planner, Conor will work alongside a team of advisors to provide customized and comprehensive financial plans for clients. This includes providing actionable advice on a variety of topics, including tax and estate planning, risk management, education planning, debt management, and overall distribution planning.
Conor earned his Bachelor of Science in Business Administration, Finance and Management from UNH Peter T. Paul College of Business and Economics. He has also earned his CFP® designation.
When Conor isn’t building financial plans, he loves spending time with his family and friends, especially his two nieces. On the outdoors front, he enjoys playing golf, basketball and other backyard games with his friends on weekends. Conor and his fiancée also love traveling and exploring the world together.