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  2. Chris Cosenza

Chris Cosenza

Chris Cosenza
CFP®, AIF®

Chris Cosenza, CFP® is a CERTIFIED FINANCIAL PLANNER ™ and has been a financial advisor for over 18 years serving the investment and insurance needs of successful individuals, businesses, and non profit organizations. 

He began his career with Smith Barney in New York. Then after moving to Atlanta worked with AXA Advisors as a Regional Vice President. Chris opened his own independent practice through LPL Financial in 2002. In October of 2013 he re-branded his LPL practice as Brookhaven Wealth Management, Inc.

Chris enjoys speaking publicly on a variety of topics including investment strategies and portfolio management for foundations and endowments, retirement planning strategies for the self employed, and distribution strategies for tenured 401k participants.

As a 7 year resident of Brookhaven, Chris is an active member in his community. He is a founding member of the Chrysalis Club supporting the needs of Visiting Nurse Health Systems and Hospice Atlanta, as well as serving on the Advancement Committee for VNHS. He is a member of the Financial Planning Association, attends Christ the King Catholic Church and enjoys playing soccer, volleyball, golf, and yoga. Chris is also a graduate from the University of Richmond's Robins School of Business. 

Chris is registered to do business in the states listed in the footer however please note he can obtain registrations in all 50 states. 

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We would enjoy the opportunity to earn the privilege of working with you.

Brookhaven Wealth Management, Inc.
5555 Glenridge Connector
Suite 200
Atlanta, GA 30342

5555 Glenridge Connector, suite 200, Atlanta, GA 30342

  Tel: 678-929-6570
  Fax: 678-929-6572
  Email: info@brookhavenwm.com

       

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Schedule a meeting through our online calendar:

For Clients:

Phone / Web Review

30
Min

In Person Review

60
Min

For non-Clients:

Introductory Phone Call

10
Min

In Person Initial Consultation

30
Min

Please complete our Discovery Survey in preparation for our first call or meeting

Discovery Survey

     Fill out the form below and we'll be in touch. 

Chris Cosenza CFP®, AIF®  is an Investment Advisory Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES, Member FINRA/SIPC.  Brookhaven Wealth Management and United Planners are independent companies. United Planners Investment Advisory Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: FL, GA, MD, ME, NC, NJ, NY, SC, TN, TX.  He is also licensed for insurance business in FL, GA, MA, NC, NJ, NY, SC, TN, TX.
 
 
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately which can be achieved in 24-72 hours in most cases. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.

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