About David R. Cohen CFP®

David Cohen, CFP®

(713) 927-5818


Financial  Planning has always been a passion of mine. Creative, and practical solutions will be my goal for you and your family. Ideally, I would like you to have the money you need, no matter when it is needed, now or in the future. My expertise is not in individual "registered products", like stocks, and mutual funds, but I do know their place in your wealth accumulation plan.  I can refer you to a knowledgeable licensed individual who can give you some specific advice. 15 years experience in personal and business uses of insurance products with major carriers throughout the United States.
  • Texas License No..761805, Life, Disability, Long Term Care
  • CERTIFIED FINANCIAL PLANNER, professional No.393904
  • Security and Exchange, Series 7, but no longer in use.

  • BS. Columbia University in the City of New York
  • BS, Civil Engineering. Northeastern University, Boston, MA
  • MBA, Northeastern University, Boston, Massachusets.

  • LT. jg US Navy-Antarctic and Arctic Service
  • Construction Manager Commercial Structures, Houston and Boston

Client Centered

Whether you are investing in your family, your business, or your retirement, I can help.

Contact Me