About David R. Cohen, CFP®

Financial security and wealth management is a passion inherited from my parents, and eventually ledme to becoming a Certified Financial Planner™. For over twenty years I have applied practical experience to that passion.  It was applied to everything from taking care of my family during the volatile financial times on both Main Street and Wall Street, and in today's confusion.

Education and Qualifications

  • BS, Engineering Science - Columbia College, Columbia University in the City of New York.

  • BS, Civil Engineering - Northeastern University-Boston, Massachusetts

  • MBA, Northeastern University-Boston, Massachusetts.

  • LT JG, US Navy, Navigator Antarctic and Arctic Service, Icebreaker USS Edisto.

  • Registered Engineer, PE, Texas, Massachusetts

  • Construction Manager major Office Buildings, Hotels, and Retail in Houston, TX.

  • Construction Manager-Office Buildings, Housing, in Boston, Dallas, San Antonio, N Y City.

  • Texas License No. 761805, Life, Accident, Health & HMO, General Lines Agent

  • Certified Financial Planner® Practitioner No. 393904

  • Security and Exchange Series 7 qualified, but not currently  in use.