About Cohen Investment Advisors

Discover your path to financial prosperity with Cohen Investment Advisors based in Bedford, NH. Backed by a team of experienced professionals and a deep understanding of the local landscape, we offer personalized financial strategies tailored to your needs. Schedule a consultation and find your path toward a more secure and prosperous future.

Cohen Investment Advisors’ Experienced Team

At Cohen Investment Advisors, we offer comprehensive advice and custom-tailored answers to clients in our local Bedford, NH community and throughout the country. Our certified financial planner dedicates the necessary time to comprehend the unique requirements of you and your family, your comfort level with risk, and your investment goals.

It doesn’t matter if you’re a seasoned investor or just starting out. We create personalized approaches, and diversified portfolios, and continuously monitor progress to optimize gains while effectively handling potential risks. Our purpose is to assist you in navigating the intricate financial landscape and steering you toward sustained financial success. Collaborate with us to enjoy the advantages of partnering with compassionate, skilled investment planners committed to your financial well-being.

Overview of Our Services

Cohen Investment Advisors offers a comprehensive array of services encompassing financial and investment planning and real estate investing experience. With a commitment to personalized solutions, our team tailors strategies that align with your unique financial objectives. Whether you’re seeking to navigate the complexities of the markets or venture into real estate, we are dedicated to guiding you toward informed decisions and optimal outcomes, fostering your financial growth and security.

Your Team

Daniel Cohen, CFP^®

CEO, Chief Investment Officer

Daniel Cohen, Certified Financial Planner^®, is the founder of Cohen Investment Advisors, LLC, a Registered Investment Advisory. Daniel has more than 25 years of investment management and financial advisory experience. Prior to founding Cohen Investment Advisors, he was a Vice President and Senior Portfolio Manager at both UBS Financial Services and Morgan Stanley. As an independent investment advisor, Daniel has successfully directed his business to enjoy steady growth since its founding in 2013.

In Daniel’s own words, “My family and I faced financial challenges during my late teens, and from this experience, I developed my passion to help others plan their financial future to avoid costly mistakes and make better choices supported by sound advice.”

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 also lectures on financial topics at colleges and business events.

Daniel is actively involved in the community and serves on the board of the Boys & Girls Club of Manchester and participates on the board’s investment committee. He is a past chairman of the Jewish Federation of New Hampshire. Additionally, Daniel supports youth athletics by sponsoring several sports teams and local events through his company’s sponsorship.

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.

Daniel lives in Bedford, NH with his wife and their four young children.

Tony Lopes

Senior Consultant

Tony joined Cohen in 2022 and brings valuable real estate investing experience to our team. He enjoyed a successful corporate career for nearly two decades before transitioning to being a full-time private real estate investor. Tony lectures on investing and personal financial topics, authored an award winning book on Money & Wealth, and published a second book that became a #1 Bestseller. He now coaches others to reposition their lives to become financially independent. At Cohen, Tony is putting his experience towards improving and growing the real estate offerings of Cohen Real Estate Advisors. In his short time with our firm, Tony has significantly improved the financials of our investors’ real estate holdings, and we are very happy to have him on our team.

Tony and his partner Sally split their time between New Hampshire and Florida where they enjoy outdoor activities including skiing, hiking, golfing and pickleball.

Tiffany

Senior Associate

Tiffany Donegan joined Cohen in 2022 bringing to the firm her corporate experience from working at Fidelity Investments and Putnam Investments. Prior to joining our team, Tiffany was a client for over 5 years. At Cohen, she will blend her financial value system, knowledge, and skills to navigate the complexities of the markets and further enhance our clients’ experience. Tiffany works closely with new clients to streamline the transition to Cohen and facilitates ongoing services needed to deliver the peace of mind that our clients deserve.

Tiffany lives in Nashua, New Hampshire with her two children and enjoys traveling with them throughout New England.

Beverly

Compliance Associate

Beverly joined our team in October 2024. Beverly previously worked at the Legal and Compliance department of Standard Chartered Bank, LLC handling legal risk assessment and mitigation and as a real estate paralegal for Red Door Title, LLC. At Cohen, Beverly will be opening client accounts, performing account service and processing day to day transactions. Her understanding of client needs ensures that inquiries are addressed promptly, and requests are handled proficiently and effectively. Beverly lives in Bedford, New Hampshire with her husband and daughter. She enjoys traveling, skiing and trying out new cuisines and restaurants.

Skylar

Client Services Associate

Skylar joined Cohen during summer 2024 adding client service support to our investment advisory clients as well as our real estate investment partners. She joined as a sophomore at Scripps College in Claremont, California in a pre-med program and minoring in economics. While on the job, she assists our client team serve Cohen clients through a disciplined strategy of saving and investing over many years. Skylar is also a staff writer for the Scripps Voice, her school’s newspaper, and enjoys hiking, camping, and ceramics in her free time.

Pam

Client & Community Relations Associate

We are proud to say that Pam’s service at Cohen dates back to our founding in 2013. As our first employee, she played a huge role in establishing a solid foundation for our company.

She held a wide variety of roles at the firm over the years and is now responsible for our client and community relations initiatives. Pam coordinates various events and keeps our clients and community partners informed of important developments. At Cohen, we cherish life’s special moments and Pam always adds a personal touch to those moments in our clients’ lives as we recognize them.

Pam lives in Grafton, New Hampshire with her dog Callie and occasional other dog visitors and loves spending time in nature.

Our Vision and Mission

Cohen Investment Advisors is dedicated to making a positive difference in the lives of our clients. We aim to guide them through the intricate financial markets, aiding in accumulating wealth and attaining financial independence. Through collaborative efforts, our goal is to transform aspirations into tangible achievements, fostering a more promising financial horizon for every client we serve.

What to Expect from Us

Anticipate a rewarding partnership fueled by unwavering dedication to your financial success through customized solutions. At Cohen Investment Advisors, we prioritize understanding your individual needs, providing guidance, and fostering long-term growth. With a commitment to transparency, professionalism, and personalized attention, we assure you a steadfast commitment to supporting your financial well-being.

Contact Cohen Investment Advisors Today

As your reliable wealth management advisor based in Bedford, NH, Cohen Investment Advisors is resolute in offering all-encompassing and individualized investment management. Our support is available to assist you in transforming your goals into reality. Contact us today to arrange a consultation and take the first step toward achieving your financial goals.