Chris Cohen CFP®
Senior Financial Advisor
Christopher Cohen has over 10 years of experience working with families and individuals to meet their financial goals. Just prior to joining BCG Wealth Management, Christopher worked in the banking industry as a financial advisor and financial planner. Prior to his career as an advisor, he worked for 12 years as a derivatives trader on the Philadelphia Stock Exchange, with his professional experience in the markets dating back to 1994. Mr. Cohen is a Certified Financial Planner®, helping businesses and individuals with advice and planning to maximize their impact toward their financial goals.
When Christopher is not working with clients, you can find him at his daughters’ many sports and extra-curricular functions.
Education:
Bachelor of Science degree in Accounting and Finance from Drexel University, Master of Business Administration from Rowan University.
Professional certifications or licenses:
CFP®
FINRA licenses 7, 6, 63, and 65. Life and Health Insurance licensed.
Services Provided:
- Personal and holistic financial planning through asset management, annuities, and life insurance.
- Developing strategies to reduce taxes through income distribution in retirement
- Implementation and ongoing service of 401(k) and retirement plans
- Developing personal financial plans for employees - Developing educational expense plans for clients and their children