Christopher Congema's Professional Contact Details

Mobile Number (Verified)
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HQ
+1(888) 342-6436
Location
Melville, New York

Christopher Congema's Current Company Details

Landmark Wealth Management LLC is an independent "Fee Only" U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor, based on Long Island in Melville, New York, with conference centers locat...
Landmark Wealth Management LLC is an independent "Fee Only" U.S. Securities and Exchange Commission (SEC) Registered Investment Advisor, based on Long Island in Melville, New York, with conference centers located in Hauppauge, Uniondale, Manhattan and Naples Florida. The firm is comprised of JOSEPH M. FAVORITO, CFP®, CHRISTOPHER N. CONGEMA, CFP®, JAMES J. MILLINGTON, CFP® and BRIAN R. COHEN. The mission of the firm is to provide comprehensive financial planning and investment management services to individuals, families, small business owners, and charitable foundations.As an independent financial advisor, we serve no one other than our clients. Due to our fee only status, we do not receive compensation via commissions, trailers, or sales charges. This structure aligns our interests with our clients' interests, as our compensation is based upon the retention, preservation and growth of all client assets entrusted to our care.Additionally, we do not maintain custody of client assets. All client investment portfolios are held with TD Ameritrade Institutional, a well-respected industry-leading financial institution. While we can analyze your insurance needs, we do not sell insurance products or any other proprietary investments. Our financial guidance is completely unbiased and free of the traditional conflicts of interest often found within many large Wall Street based firms.We view each client's circumstances as unique and address them accordingly by analyzing their entire wealth management strategy. This is accomplished by looking beyond traditional investment solutions to encompass all aspects of wealth accumulation, preservation, and transfer. We envision comprehensive financial planning to be an ongoing evolution which must constantly adapt to an ever changing dynamic environment. Let us aid you in that journey.

Christopher Congema's Work History and Education

Landmark Wealth Management, LLC
Firm Principal
2013 - Present
Fidelity Investments
VP Senior Account Executive
2005 - 2013 • 7 years
Charles Schwab
VP & Branch Manager
1995 - 2005 • 10 years

Frequently Asked Questions about Christopher Congema


What company does Christopher Congema work for?

Christopher Congema works for Landmark Wealth Management, LLC.

What is Christopher Congema's role at Landmark Wealth Management, LLC?

Christopher Congema's role at Landmark Wealth Management, LLC is Firm Principal.

What is Christopher Congema's email address?

Christopher Congema's email address is c**@landmarkwealthmgmt.com.

What is Christopher Congema's business email address?

Christopher Congema's business email address is c**@landmarkwealthmgmt.com.

What is Christopher Congema's direct mobile number?

Christopher Congema's direct mobile number is (631) XXX-XXXX.

What is Christopher Congema's HQ phone number?

Christopher Congema's HQ phone number is +1(888) 342-6436.

What industry does Christopher Congema work in?

Christopher Congema works in the Financial Services industry.

Who are Christopher Congema's colleagues?

Christopher Congema's colleagues are Brian Cohen, James Cfp, Joseph Favorito and Aaron Belletsky.
Principal, Investment Advisor, Chief Compliance Officer at Landmark Wealth Management, LLC
Certified Financial Planner
Associate Financial Advisor

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