CFP

    Jordan Cohen

    Financial Advisor

    New York, New YorkNo minimum minimum

    About Jordan

    ➢ Comprehensive financial planning for families and individuals ➢ Retirement plan benefits consulting for non-profits and companies ➢ Personal finance education and one-on-one coaching for employees I believe financial planning should empower you to live confidently. I guide individuals and familie...

    Areas of focus

    Investment ManagementFinancial PlanningCash Flow AnalysisSuccession PlanningDebt ManagementPortfolio Construction

    Credentials & background

    Designations

    CFP

    Education

    Bachelor of Science in Business, Finance Major Indiana University Bloomington (2018)

    Clients served

    New InvestorsTech EmployeesAttorneys & ParalegalsHigh Net Worth IndividualsCorporate ExecutivesWealthy FamiliesBusiness OwnersRetireesBusinesswomenReal Estate AgentsSurviving SpousesEntrepreneursTeachers