Christopher Cordaro (CFA®, CFP, MBA, MSFP)

Christopher Cordaro focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Retirement Planning & Distribution Rules
  • Socially Responsible Investments
  • Tax Planning

Additional Information

Chris Cordaro is Chief Investment Officer and architect of RegentAtlantic’s investment philosophy and planning structure. Chris manages client relationships and provides advice to the Firm on concentrated stock positions, stock options and executive compensation plans. Chris has been providing wealth management services since 1985. He is a regular guest on CNBC, has appeared on Bloomberg Business, Nightly Business Report, and YahooFinance, and is quoted regularly in media, including The New York Times and The Wall Street Journal. In addition to a BS in Economics, an MS in Financial Planning, and an MBA in Finance, he holds the CERTIFIED FINANCIAL PLANNER™ and the Chartered Financial Analyst® certificates. A former adjunct faculty member at Fairleigh Dickinson University and the County College of Morris, he has served as past president of the New Jersey Chapter of the Financial Planning Association and on the Advisory Board of Financial Advisors for T.D. Waterhouse. He is a member of the Neighborhood Nonprofits Group, and also serves as a Member of the Board of Trustees for the New Jersey Metro Chapter of the National Multiple Sclerosis Society.

NAPFA Start Date

January 19, 2018

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This Office

60 Columbia Road Morristown, NJ 07960 Phone: (973) 425-8420 Fax: (973) 425-8434