Strategic Success – Financial Planning for the Best Life
Daniel Cohen is the trusted advisor to more than 100 individuals and their families throughout the United States and some foreign countries. For more than twenty years, Mr. Cohen has been helping his clients successfully manage money and plan their financial futures.
Every client receives concierge style service that is experienced, comprehensive and personal.
Seeing the big picture helps Cohen Investment Advisors clients discover potential opportunities they alone wouldn’t consider. With extensive experience through many market cycles and the careful study of patterns, trends and key indicators, Cohen Investment Advisors implements time-tested strategies to achieve clients’ goals.
A strategic focus on cash flow from dividends and interest is one of several contributing factors to our clients’ total returns. Every financial plan is crafted individually, utilizing the best available financial instruments to meet the specific life goals of the client.
The decision to entrust a financial advisor with hard-earned wealth is ultimately about designing the life you desire to live and blessing your family for generations. Cohen Investment Advisors takes this decision very seriously. We prioritize earning our clients’ long-term trust by providing informed and comprehensive financial services that are highly valued.
More about Daniel Cohen
Daniel Cohen, Certified Financial Planner, is the founder of Cohen Investment Advisors, LLC, a Registered Investment Advisory which manages more than $95,000,000. Daniel has more than 23 years of investment related experience. Prior to founding Cohen Investment Advisors, he was a Vice President and Senior Portfolio Manager at UBS Financial Services.
Daniel’s financial advice articles frequently appear in the New Hampshire Business Review and have also been published in Business NH Magazine and the New Hampshire Union Leader. He has also lectured on financial topics.
Daniel is actively involved in the community serving on the boards of the Boys & Girls Club of Manchester and the Jewish Federation of New Hampshire. Additionally, he serves on the investment committee of the Boys & Girls Club of Manchester and is the immediate past chairman of the Jewish Federation of New Hampshire.
Daniel is a graduate of the Questrom School of Business at Boston University where he earned a degree in business administration with a concentration in finance.
He lives in Bedford, New Hampshire with his wife and their four young children.