About the Firm

Our team of Financial Planners and service specialists is led by company founder, Daniel Cohen. Daniel is a graduate of the Questrom School of Business at Boston University and 25-year veteran financial planning professional.

Throughout his expansive career, Daniel Cohen has helped individuals, families and small businesses invest strategically according to their goals and various life stages. Now, Cohen Investment Advisors provides clients with a full service, highly personalized financial planning experience.

As an independent Registered Investment Advisor firm (RIA), our fundamental obligation is to provide only suitable investment advice and always act in our clients’ best interests without corporate or product bias.

Areas of specialization include:

  • Comprehensive Family and Individual Financial Planning
  • Savings, Growth, Income and Retirement Plans
  • Goal-oriented Investments
  • Real Estate Income Investments

Our team:

Daniel Cohen
CFP®, Senior Investment Officer

Daniel Cohen

Pamela Smith
Client Service Manager

Daniel Cohen

Marie Barrow
Director of Administration

Daniel Cohen