David R. Cohen, CFP®








Welcome to my website. I hope it will help you to understand the potential rewards that are available when you take a proactive approach to your personal financial situation, and to help you gain a better understanding of the financial concepts, and risks, behind insurance, investing, retirement, financial planning, and wealth preservation. Most importantly, to help you see the value of working with a passionate experienced Certified Financial Planner™ to pursue your financial goals.

Our relationship will be based on the codes of conduct of a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. I assist clients to understand their financial situations through consultations regarding relevant information, services, and products. As we work together, my focus and priority is to help you  gain an understanding of where you are, address immediate needs, risk, and have a portal to the future.

After solutions and strategies, my goal is to make sure that my clients feel secure knowing that their money is working for them, and that all aspects of a family's financial life have been taken into consideration, including risk tolerance.

With these personalized strategies and solutions in place,  I look forward to working together on periodic reviews of changing needs and situations, as we continue to navigate through financial weather toward your desired destination.