Our Team
Brian Cox, MBA, CFP®
Education & Credentials
- B.S., Economics (Superintendent’s Award), United States Military Academy (USMA) at West Point, 1995
- Master of Business Administration (M.B.A.), Finance and Corporate Strategy, Michigan Business School, 2003
- CERTIFIED FINANCIAL PLANNER™ professional, 2014
Brian Cox, MBA, CFP®
Principal & Chief Compliance Officer
I became interested in becoming a financial planner 20-plus years ago as I was transitioning out of my role as an Officer in the U.S. Army. Firms I met with rightfully and humbly pointed out that I should consider getting more experience before advising others. They also educated me about the key differences between Fee-Only advising and the rest of the industry. I never forgot those conversations. In 2012, I was fortunate to be able to join Astoria Strategic Wealth, having gained knowledge and experience working in wealth management and institutional money management.
For our clients, I believe that as a team, we make a profound impact on their ability to achieve financial freedom. Just as I did in the military, advising maneuver commanders on their combat decisions, and clients of JPMorgan on their financial decisions, we help clients negotiate life’s fiscal and business challenges. We seek to provide thought leadership to the communities we serve in, and never stop learning from all walks of life. To that end, my roles in Rotary, the Wurstfest Association, the Service Academy Nominating Committee, and other community organizations have provided me with deeper exposure and expertise in serving family businesses, medical professionals, and technology entrepreneurs.
Chasing a “fire team” of three sons who all seem to have grown up with different and multiple passions (basketball, football, hunting, fishing, music) keeps me busy, but I wouldn’t change a thing and feel incredibly blessed. I am also fortunate to have met and married my bride of >29 years at West Point. Who is better suited to keep three boys in line than a woman who graduated from West Point and ultimately rose to be a General’s speech writer, business owner, and active Mom?
One team, in your corner.
Every client is supported by a team of three: a primary advisor, an associate
advisor, and a backup.
See if Astoria is the right fit.
The best way to understand how we work is a conversation. We’ll listen
first, then tell you honestly whether we can help.
