Christopher W. Lakatosh, CFP®, AIF®
Senior Consultant
Education and Accreditations
- BS, Business Administration, Bloomsburg University, 2002
- CFP®, The American College, CFP® Board of Standards
- AIF® (Accredited Investment Fiduciary), The Center For Fiduciary Studies, University of Pittsburgh, 2011
- FINRA Series 7, 66 Licenses
- Life, Accidental & Health Insurance License
Experience
Christopher has worked with Cornerstone since March 2004 and has been in the financial industry for 10 years.
As a Senior Consultant, his responsibilities include Strategic Planning and creating best-fit solutions for individual and institutional clients, in areas of retirement planning, executive benefits, insurance analysis, charitable giving programs and personal and institutional wealth management. He effectively works through a prudent investment process to ensure that the highest level of fiduciary standards and insulation is met.
Awards, Honors & Qualifications
With more than 10 years of industry experience, he has worked with hundreds of retirement plan, corporate and individual clients. He has engaged these clients at every stage of the financial planning process and has guided them through every level of the fiduciary process.
Expertise
- Deferred Contribution Plans
- Defined Benefit Plans
- Asset Management for Institutions and Affluent Families
- Insurance and Risk Assessment
- Executive Benefits
- Estate Planning
- Charitable Giving
Community and Professional Service
He is a Board Member, Lehigh County General Purpose Authority. Its objective is to provide financing to 501(c)(3) institutions for major capital projects that benefit those institutions in Lehigh County.
He is Board Member, Lehigh Valley Sportsfest, Inc., the largest amateur athletic competition in the country with more than 50 different competitive events, 10,000 athletes and 150,000 spectators. The organization's mission is to promote and encourage health and fitness for the benefit of our youth and the wellness of our community.
He is also the Basketball Tournament Director, Lehigh Valley Sportsfest, Inc., organizing and executing a basketball tournament that includes more than 100 high school and youth basketball teams with 1,200 players in four divisions from multiple states.