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 the wealth management and institutional money management
industries.
For our clients, I believe 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 alongside advisors at 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, Christus, the San Antonio
Military Medical Center, and other community organizations have provided me deeper
exposure and expertise in serving family businesses, medical professionals, and tech
entrepreneurs.
Chasing a “fire team” of three sons who all seem to have different and multiple
passions (soccer, 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 23 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.
