About David R. Cohen, CFP®

Like many other mature professionals, I have had two professions: Construction Management followed by my Financial Planning career. Both have educated and rewarded me.


BA, Engineering Science, Liberal Arts,Columbia University, City of New York

BS, Civil Engineering, Northeastern University, Boston, Mass.

MBA, Marketing and Accounting, Northeastern University, Boston, Mass.


Lt. jg, US Navy-Arctic and Antarctic Service

Registered Engineer, Massachusettts, Texas

Major High Rise Construction Projects- Boston, NewYork, Dallas, Houston

CERTIFIED FINANCIAL PLANNER™ professional 393904. 20 years, Houston, Tx.  Service to families and businesses.

Texas License 761805: Life, Disability, Long Term Care, Annuities, Medical Insurance

Security and Exchange, Series 7 License (no longer in use.) Retirement Planning, Education Planning