Christopher Sosa, CFP®, AEP®
Designations and Licenses
Chris is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Accredited Estate Planner® designation.
Experience and Education
Chris provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. He designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. He also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.
Prior to joining Mariner Wealth Advisors, Chris worked at Edelman Financial Engines where he engaged in comprehensive financial planning for individuals, families and institutions. Before that, he worked at AIG Retirement, Sterling Stamos and Family Management Corporation.
Chris has a master’s degree in finance from Fordham University, where he graduated with Phi Kappa Phi, academic honors, and a bachelor’s degree in business and economics from Randolph-Macon College.
In his spare time, Chris enjoys spending time with his wife, two children and their dog and is also an avid fan of the New York Giants. He was also volunteer member of Phi Kappa Phi investment committee, 2012-2014 and a former NCAA DIII tennis player and current USTA 4.5 player.