David Cohen & Associates was established in 1997 as an independent practice focusing on Insurance and strategic investment planning for individuals, professionals and corporations.
David Cohen brings ideas to people who want to explore all available financial avenues. His passion is in working with clients who work for themselves. He takes time to understand what is most important to them and their business.
Over his twenty years in the insurance industry, David has observed a gap between how entrepreneurs want to plan and work, and how insurance solutions are typically sold. As an entrepreneur and investor himself, he fills this gap by applying his business owner’s lens in his role as an advisor. By asking questions to first understand their business, he identifies opportunities to implement financial planning strategies that won’t disrupt the flow of their operations. He has a loyal network of Accountants, Doctors, Professionals, and High Net Worth clients who look to him for advice regarding how insurance solutions may help them achieve their goals.
Clients who choose to work with David appreciate his no-nonsense, never-rushed approach as they work together, one entrepreneur to another.
David Cohen & Associates
Currently, David Cohen & Associates is a financial planning firm that specializes in insurance, wealth creation and tax minimization for individuals, families and high-net worth clients on an individual and corporate level. We provide our clients with viable financial solutions based on their individual needs and objectives.