Best-Selling Author, Christian Koch, is recognized as one of the top thought-leaders and private wealth experts in the money management industry.
CHRISTIAN KOCH, CFP®, CPWA®, CDFA™
In addition to being a co-author of Soul of Success, Christian co-authored the book, Get in the Game, which describes his unique four step investment process and five principles that can help individuals in the journey to be successful long-term investors.
When it comes to the investment consulting process and creating portfolios for retirement, you need an experienced wealth management professional. Christian Koch’s expert knowledge and approach to traditional investments, individual security selection, retirement income distribution planning and more, can help you face the future and the intricacies of your investment portfolio with a fresh new outlook.
Christian has a unique investment process and a retirement planning system that has served clients for years: develop the vision, build the optimal portfolio, focus on distribution strategies and then evaluate wealth and estate transfer planning. He says asset location is extremely critical to maximizing efficiencies, especially during a slow-growth economy, and minimizing taxes are a significant component of success.
Christian is a Harvard Business School AMP graduate and former investment research analyst. He also holds the prestigious Certified Financial Planner ™ professional, Certified Divorce Financial Analyst ™ and Certified Private Wealth Advisor ® certifications, placing him in a select group of financial professionals.
In 2013, 2014 and 2015, Christian’s credentials and work was rigorously examined after which he was honored with a coveted Five Star Wealth Manager Award.
Christian is on the Board of Directors of Rotary Club of Buckhead and is involved in the Harvard Business School Club of Atlanta.