Cosmo joined Wealth Advisory Group in April of 2016. He was born in Brooklyn, NY and raised in Rosedale, NY. Cosmo earned his Bachelor of Arts in Business Management, and went on to open and manage franchises of the popular fast food chain, McDonalds, for over 30 years. As an entrepreneur from the start, Cosmo has a strong understanding of factors that impact business owners. Because of this, Cosmo decided that his true passion is helping individuals and entrepreneurs like him focus on holistic financial planning.
Cosmo joined New York Life, where he was introduced to the business. At New York Life Cosmo qualified for their prestigious Executive Council Club. Cosmo transitioned to Wealth Advisory Group after being introduced to their management team, philosophy and The Living Balance Sheet®. Cosmo earned his Retirement Income Certified Professional (RICP) designation which assists him in the accumulation and decumulation phase with his clients.
Cosmo currently resides in Massapaquia. You can find Cosmo every Tuesday night at the local Bowling Alley. As a competitive bowler, Cosmo has had four perfect games, scoring a 300. Cosmo has three children, Cosmo Jr, Nicholas and Maggie. He is currently the Umpire for his children's Baseball League and a Referee for Ice Hockey. With his history in the restaurant industry, Cosmo considers himself a self taught chef. In addition, Cosmo enjoys skiing, golfing and tennis. His true passion is boating, taking his 32' Regal out on Great South Bay from the dock behind his house.
Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian