Landmark Wealth Management, LLC
Fee-Only Financial Planner with an SEC Registered Investment Advisory firm
A CERTIFIED FINANCIAL PLANNER™, Chris Congema began his career in the Financial Services Industry in 1991. He has been in the Investment industry since 1995 when he joined Merrill Lynch. Chris spent over 10 years at Charles Schwab & Company, with over five of those years as Branch Manager for offices in Massapequa, Jericho, Garden City, Forest Hills, and a Flushing Asia Pacific Center. Chris successfully managed four of those offices at the same time with assets over $5 Billion. He was an approved media spokesperson for Charles Schwab & Company often appearing on local TV news. He has been interviewed by the Wall Street Journal, New York Times, Money Magazine, Smart Money Magazine, Fortune, Forbes, and others. In 2005 Chris joined Fidelity Investments where he spent the first two years as Regional Consultant delivering numerous seminars to Long Island companies and individual investors. In 2007 he transitioned into the Private Client Group working with 500 high net worth individuals ($1M minimum) and helped counsel and guide them through some of the most challenging market conditions witnessed in the last 70 years.
Chris has tremendous experience in providing financial planning and counseling to high net worth investors. He has worked exclusively in the high net worth space (1MM ) since 2000. He has advised thousands of investors through one:one meetings or seminar delivery across all types of industries. The clients range from CFO's, CEO's, Small Business Owners, Doctors, Lawyers, Accountants, Executives, Engineers, Teachers, to name just a few. At his last two firms, clients he worked with were often surveyed, and consistently Chris received some of the highest survey responses as to how likely they were to refer him to others who were in need of financial planning assistance. Chris left Fidelity to start his own firm, Core-X Wealth Management, which subsequently merged into Landmark Wealth Management in 2015.
Chris graduated from St. John's University in 1990 with a BS from the School of Business. He completed his Certificate Program in Financial Planning at C.W. Post, and is a CERTIFIED FINANCIAL PLANNER™. He has held Series 7, 63, 65, 9, 10 licenses, and is NYS Health and Insurance licensed and a Notary Public. Chris is an active member of the Financial Planning Association (FPA), Long Island Chapter. Chris is also a member of The National Association of Personal Financial Advisors (NAPFA). NAPFA is the country's leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and Fee-Only compensation.( How to Find a Financial Advisor by SmartMoney.com)
He resides in Commack, NY with his wife Dawn, and their two children Sean and Donovan.
Christopher Congema is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
At Landmark Wealth Management, LLC we take a holistic approach to financial planning. Our advice is never focused on the sale of a product or security. Rather we take into account the complete financial picture of each individual client while assessing their personal goals and financial circumstances. We typically complete a "Financial Stress Test" by first analyzing factors such as:
- Insurance coverage
- Estate planning
- Tax planning
- Retirement goals
- College planning
Once we have properly addressed an appropriate measurement of risk, we construct investment portfolios using a Strategic Asset Allocation. Investment solutions are prescribed based on the most cost effective and appropriate solutions available within the marketplace. We utilize investment selection with a focus and emphasis on wealth accumulation, preservation, and wealth transfer.
Our guidance is driven by the belief that a client's complete wealth management profile must be the paramount focus when addressing their financial plan.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Christopher Congema is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Christopher Congema is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Christopher Congema is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Christopher Congema
900 Walt Whitman Rd
Melville, NY 11747