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 expert, 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 began his career more than twenty years ago as a Financial Advisor at Smith Barney in Boca Raton, Florida soon after graduating from the School of Management at Boston University. After fifteen years in Florida, Daniel moved to New Hampshire and transitioned his business to UBS Financial Services. He earned the title of Vice President and Senior Portfolio Manager at both Smith Barney and UBS.
Through the years Daniel’s business has grown primarily by referrals provided by satisfied clients. Today, Daniel advises clients throughout the United States, in the Caribbean, Europe and Israel.
Daniel strongly believes in community service. In Florida, he served on the Board of the Boys and Girls Club of Boca Raton and as board chairman for three years. He chaired the annual Boys and Girls Club of Boca Raton Tennis Tournament for ten years and through this effort raised over $100,000 for the charity. In New Hampshire, Daniel currently serves on the board of the Boys and Girls Club of Manchester. He is the current chairman of the board of the Jewish Federation of New Hampshire.
Daniel lives in Bedford, New Hampshire with his wife and three young children.