Robert Cohen CLU ChFC QPA AIF
Bob Cohen specializes in the fields of benefit and estate tax planning strategies. He is a recognized speaker and has spoken at many different forums including AICPA Advanced Estate Planning Meeting, The American Society of Financial Professionals Teleconference, Forum 400 and the MDRT Annual Meeting. He is the founding principal of Cohen Financial Group
He has earned four professional designations; both the Chartered Life Underwriter and the Chartered Financial Consultant from the American College, the Qualified Pension Administrator from the American Society of Pension Professionals and Actuaries and the Accredited Investment Fiduciary from the Center for Fiduciary Studies.