Christian Koch, CFP


Newnan, GA


Web Site:

Christian KochThroughout my 20-years of experience as an expert in private wealth management, I have found working with physicians to be extremely rewarding because of their complex financial situations. My expertise includes active investment management, retirement planning, 401K & IRA rollovers and strategies to reduce income and estate taxes. Using my unique 4-step retirement planning process, we define for the physician a clear framework for financial security.   

One of my first clients was a Physician who owns several surgery centers in Georgia. Recently I worked with a cardiovascular surgeon. Currently, we are working together to formulate a financial strategy for his Irrevocable Life Insurance Trust, a new Living Trust to protect assets and then creating a retirement portfolio using both is 401K and SEP IRA. The strategy was simple: to avoid unnecessary income and estate taxes and to improve his investment portfolio.

About Christian Koch, CFP
Christian is a Harvard Business School AMP graduate. 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.  He focuses on retirement portfolio construction but says real success is defined by helping physicians make informed decisions. In 2014 and 2013, Christian’s credentials and work was rigorously examined and he was honored with a coveted Five Star Wealth Manager Award.  He is on the Board of Directors of the Rotary Club of Buckhead and is VP, Co-Chair of Membership in the Harvard Business School Club of Atlanta.  Christian Koch: As seen in The Wall Street Journal.

Get a preview of Christian Koch’s exciting chapter in the new book Get In the Game. Christian, co-author, was interviewed and discusses his unique 4-Step Investment process and his 5-Principles that will help individuals in the journey to be a successful long-term investor.


Service Ares Counties:
1.    Oconee
2.    Jackson Clarke
3.    Fulton
4.    Coweta
5.    Dekalb

Service Area Communities:

1.    Athens, GA
2.    Peachtree City, GA
3.    Newnan, GA
4.    Atlanta, GA
5.    Buckhead, GA