Joseph Cosenza
Director of Financial Planning
Joseph Cosenza, a native New Yorker, is the Director of Financial Planning with LCJ Associates. Joseph graduated from St. Francis College with a degree in finance before earning his MBA from Pace University. Joseph is a frequent guest speaker at the Brooklyn Chapter of CPA's, serves as Parish Trustee and Finance Committee member as well as Director of St. Clare's CYO Basketball program. He is a published contributor to the Wall Street Journal. Additionally he is involved in the St. Francis Alumni Committee and the Pace Mentor Program. Joseph’s areas of expertise include:
- Trusts, estate planning, and wealth transfer techniques
- Life insurance case design
- Employer-sponsored defined contribution and defined benefit plans
- FINRA Series 7 and 65 Securities registrations held with LPL Financial
- New York Life and Health Licenses
- Chartered Financial Consultant® (ChFC®)
Phone
718-238-3197 x202
E-mail
joseph.cosenza@lpl.com