Paul CohenPaul Cory Cohen
I have built a successful career in the financial industry for more than 18 years, consistently achieving outstanding outcomes and learning a great deal. Working as an investment advisor and broker for a long time has given me a thorough awareness of market trends and useful wealth-building strategies.
With two FINRA registrations and licenses in all 56 U.S. jurisdictions, I am well-equipped to navigate complex regulatory environments while upholding the highest standards of compliance and integrity. My expertise spans portfolio management, investment analysis, and strategic financial planning—enabling me to deliver tailored solutions aligned with each client’s unique financial goals. Driven by a passion for financial empowerment and a deep commitment to client success, I focus on building long-term, trust-based relationships with individuals and businesses alike
Best Financial Solution
in Your City/Country
Portfolio Management
Long-term financial success is rooted in strategic and efficient portfolio management. I specialize in constructing and managing investment portfolios that align with your financial goals, risk tolerance, and evolving market conditions through a disciplined, data-driven approach. My methodology is anchored in diversification, risk-adjusted returns, and continuous performance evaluation. By leveraging advanced asset allocation strategies, in-depth market analysis, and active portfolio oversight, I position your investments to capitalize on opportunities while mitigating potential risks. Whether your focus is capital preservation, income generation, or long-term growth, my customized portfolio management solutions are designed to provide the balance and flexibility needed to navigate dynamic financial markets with confidence.
Retirement Planning
Retirement marks a major life transition—one that requires thoughtful planning and informed decision-making to ensure lasting financial security and peace of mind. I guide clients through the complexities of retirement with a personalized, strategic approach that aligns with their unique goals, lifestyle aspirations, and income needs. My comprehensive retirement planning integrates investment management, tax-efficient strategies, and legacy planning to safeguard and grow your wealth throughout retirement. The result is a tailored, forward-looking plan designed to provide confidence, stability, and long-term financial independence.
Tax Efficient Investing
Effective investing goes beyond simply growing wealth—it’s also about keeping more of what you earn. Tax-efficient investing is a strategic approach designed to maximize after-tax returns while minimizing your overall tax burden. I specialize in crafting personalized investment strategies that align with your financial goals by incorporating proactive tax planning, strategic asset location, and the use of tax-advantaged accounts to support long-term wealth preservation. The foundation of a tax-efficient portfolio begins with selecting the right investment vehicles. I help clients optimize their asset allocation across tax-exempt accounts (like Roth IRAs and HSAs), tax-deferred accounts (such as 401(k)s and traditional IRAs), and taxable brokerage accounts. This thoughtful structuring reduces unnecessary tax exposure while maintaining a diversified, growth-focused investment strategy.
AboutWhy Paul
Financial Advisory Services
Crafting customized wealth management solutions to grow, safeguard, and enhance financial assets.
Tax Advisory
Using prudent financial planning to reduce obligations, improve investment efficiency, and protect wealth through proactive tax strategies
Financial Guidance
Delivering personalized wealth management strategies designed to build, preserve, and optimize clients’ financial assets.
Client Reviews
“I’ve worked with a number of financial advisors over the years, but Paul truly sets himself apart. His professionalism, transparency, and genuine dedication to my financial well-being have made a lasting impression. He takes the time to explain complex concepts in a way that’s easy to understand and ensures every recommendation is aligned with my long-term goals. With Paul’s support, I feel empowered and optimistic about my financial future.”
“Paul has been an exceptional financial advisor throughout my retirement journey. His deep understanding of retirement planning and tax-efficient investing has helped me create a stable, long-term financial strategy that gives me peace of mind. I truly appreciate how clearly he explains complex topics and how proactive he is in managing my portfolio. His personalized guidance has gone above and beyond what I expected.”
AboutSchedule a Call
If you have any questions or require professional guidance, please feel free to reach out.
I am dedicated to empowering you to make informed financial decisions with clarity and confidence. Whether you’re seeking guidance on investment strategies, retirement planning, or tax-efficient wealth management, I offer personalized advice tailored to your unique goals. Simply fill out the form, and I will personally respond within 24 to 48 business hours to explore how I can support you on your financial journey.