- Specialty
- Accredited Estate Planner (AEP) — Insurance/Financial Planning
- Address
- 1500 Broadway 27th Fl., New York NY 10036
- Phone
- (646) 847-7049
Christopher B. Sosa
Accredited Estate Planner (AEP) — Insurance/Financial Planning · Based in New York, NY · CFP®, AEP®
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Best for
Want To Retire · Financial Independence
Tier
◉ ReviewedHas public peer recognition (e.g. Doyles Guide) or charity-register confirmation. We have not personally engaged them.
Why this tier
NAEPC Accredited Estate Planner (New York).
Last verified: 26 Apr 2026
Confirmed real entity with valid contact details. No quality claim - we have not personally engaged or peer-checked them.
Has public peer recognition (e.g. Doyle’s Guide) or charity-register confirmation, with citations on the profile.
Personally engaged by HisJourney - we have spoken to them or worked with them ourselves before listing.