Jordan L. Cohne, RICP^®, TPCP^®

I have been a Financial Planner since 2004, right after graduating from the University of Massachusetts at Amherst. I started my career working alongside my father, Marty, who was an advisor for 45 years before retiring in 2018. Growing up in the industry, I saw firsthand the impact of prudent financial planning. I learned from my father's successes and from instances where irreversible, costly decisions were made because of the absence of an experienced advisor. These experiences have shaped my commitment to helping my clients make sound financial decisions to pursue their objectives.

My passion is meeting new people and helping them through their financial challenges.   I do this by taking a consultative approach that focuses on education and guidance. Working with clients to make informed, personalized decisions to maximize their opportunity, and manage risks for themselves and their families brings me immense fulfillment. 

Outside of work, my greatest joy comes from my family - my wife Dana, our two daughters Lola and Hazel, and our Goldendoodle, Roxy. The knowledge I use for my clients also helps me protect my family, ensuring we have a solid financial plan in place. When I am not working or spending time with my family, I love to exercise, try new restaurants, and travel.

RICP conferred by The American College