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Brookhaven Wealth Management

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  2. Who We Are
  3. Our Founder

Our Founder

 

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 life insurance 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.

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 | Hospice Atlanta, is a facilitator at their bereavement camp-Camp STARS, and serves on their Advancement Committee.  Chris is also the Chairman of the Cardinal Rock Charitable Foundation, which he started with his brother to honor the life of their father, which hosts the Brookhaven Wealth Management Charity Golf Classic annually, to raise money for Hospice Atlanta's Camp STARS and other worthy organizations.

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.  As a Founder's Club member for Atlanta United you can also find him regularly at Mercedes Benz stadium cheering on the 5 Stripes!

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.

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. 

Who We Are

  • About
  • Our Philosophy
  • Our Process
  • Our Founder

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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

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Discovery Survey

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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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