Your Financial Navigator

My Mission Statement

I create strategies that are tailored to your needs and goals.

Learn more

Services

Years of experience have prepared us to guide you through life's transitions.

Learn more

FAQs

Trust. Honesty. Integrity. I believe values matter, and I live by ours every day.

Learn more

Your Financial Future

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.

Learn more

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.

Learn more

Have a Question?

Name
Email
Phone
Question
Thank you!
Oops!