Comprehensive Financial and Investment Planning

Cohen Certified Financial Planner As an independent financial planning firm, Cohen Investment Advisors provides comprehensive advice on all aspects of your personal finances. As our client or even a potential client, you are encouraged to reach out to us anytime decisions need to be made which impact your financial plan.

Strong relationships are formed through empathy and understanding. Acute and attuned listening skills are combined with daily studies of the markets to provide Cohen Investment Advisors’ clients with goal-oriented investment plans.

At the start of our relationship, the details of your financial life are thoroughly reviewed. Customized recommendations are developed, and our staff will handle all of the details to put the plan to work for you. Updates to your plan are made as needed and are reviewed at periodic meetings.

Additionally, tax efficiency is a major consideration in making recommendations, and clients regularly receive advice on reducing the impact of taxes on their investments. This can have an immediate and significant impact on your financial situation. We carefully consider taxation and all other factors that impact financial planning and provide solutions designed to work in your best interest.

Your Team

Daniel Cohen, CFP^®

CEO, Chief Investment Officer

Daniel Cohen

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 related 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.

Janice Wise

Senior Client Service Associate

Janice is responsible for client service which includes an extensive list of tasks that she manages with the goal of making it simple for clients to work with Cohen Investment Advisors. She was pleased to recently join our firm, having previously served Daniel Cohen’s clients at UBS. Janice has extensive experience in the wealth management industry and is skilled in the daily operations of our company. She is passionate about providing the best experience to our clients and strives to provide only the highest level of professional service.

Janice lives with her husband, Jerry, in Merrimack, NH. Her hobbies include biking, kayaking, and gardening.

Christine

Operations Management Associate

Christine is responsible for compliance administration, office management, and client service. Managing a registered investment advisory business with clients throughout the United States and multiple foreign countries requires strict compliance with multiple regulators. Christine works to keep the administration of Cohen Investment Advisors in good order. She maintains various office management functions and the technology to provide efficient service to our clients. She also provides assistance with any client service request that is presented.