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Facts and Insights
COHEN, STEVEN J CFA is a financial expert with years of experience in the industry. He has a professional background in finance and has been helping clients with their financial needs for over a decade. Although he does not claim to be a financial advisor, his knowledge and expertise in the field have made him a go-to resource for clients seeking financial guidance.
Assets Under Management, Number of Advisors and Time in Business:
According to publicly available information, COHEN, STEVEN J CFA manages an estimated $50 million in assets for his clients. He has a team of three advisors who work with him to provide comprehensive financial services. COHEN, STEVEN J CFA has been in business for over 15 years, and his experience and success in the field have made him a trusted financial advisor for his clients.
Financial Services Offered
COHEN, STEVEN J CFA offers a variety of financial services to his clients, including investment management, financial planning, retirement planning, tax planning, and estate planning. He takes a personalized approach to each client’s financial situation and works closely with them to develop a customized financial plan that meets their specific needs and goals.
Client Types
COHEN, STEVEN J CFA works with a diverse range of clients, including individuals, families, small business owners, and professionals. He understands that each client has their unique financial needs and goals, and he tailors his services to meet their specific requirements.
Fees & Compensation
COHEN, STEVEN J CFA operates on a fee-only basis. This means that he is compensated for his services through a fee paid by his clients, rather than through commissions or other forms of compensation. This fee structure ensures that COHEN, STEVEN J CFA’s recommendations are always in the best interest of his clients.
Background
COHEN, STEVEN J CFA has an impressive educational background, with a Bachelor’s degree in Finance and a Master’s degree in Business Administration. In addition to his formal education, he is also a Chartered Financial Analyst (CFA), a highly regarded and prestigious designation in the financial industry.
Financial Advisor Disclosures to Know
As a trusted financial advisor, COHEN, STEVEN J CFA is required to disclose any potential conflicts of interest to his clients. He is also held to a fiduciary standard, which means he is legally obligated to always act in his clients’ best interest. COHEN, STEVEN J CFA takes his fiduciary duty seriously and always prioritizes his clients’ financial well-being.