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Chris Cosenza, CFP®, AIF® has been a financial advisor for over 20 years serving the wealth management needs of successful individuals, businesses, and non-profit organizations. Chris started his advisory career with Smith Barney in New York before joining AXA Advisors in Atlanta as a Regional Vice President. In 2002, through LPL Financial, Chris opened his own independent practice which became Brookhaven Wealth Management, Inc. in 2013.
Chris’ passion for financial planning was formed early in life when he unexpectedly lost his father at age 5. Fortunately, his parents did some financial planning, which allowed his mother to return to school and keep Chris and his siblings in their home. Understanding the value and benefits of hard work and financial planning, Chris has made a career out of sharing his passion with others.
Chris enjoys speaking publicly on a variety of topics including retirement planning strategies for the self-employed, distribution strategies for experienced 401k participants, as well as investment strategies and portfolio management for foundations and endowments.
Appreciating the convenience and vibrant personality of this “in town suburb” Chris decided to call Brookhaven home in 2007. He is an active member of the community. He is a founding member of the Chrysalis Club supporting the needs of Visiting Nurse Health Systems and Hospice Atlanta and he serves on the Advancement Committee for VNHS. When he is not working with clients or volunteering his time, Chris enjoys playing soccer, volleyball, golf, and yoga or any other activities that help him pursue an active and healthy lifestyle. That said, the New Yorker in him has him on the hunt each month for a good slice of pizza. Recommendations are always welcome!
Chris is also a graduate of the University of Richmond's Robins School of Business with a B.S. in Business Administration and Concentration in Finance. Chris is a CERTIFIED FINANCIAL PLANNER™ Practitioner and an Accredited Investment Fiduciary™ Designee. He is securities registered and insurance licensed in the states mentioned in the disclosure but can acquire registrations and licenses in all 50 states.