Daniel Cohen

Daniel Cohen, CFP®, is a dedicated financial advisor committed to helping individuals and families achieve their financial goals and build lasting legacies.

With a Bachelor of Economics degree and a Minor in Political Science from San Diego State University, Daniel brings a strong educational background to his role.

He has a wealth of experience in the financial services industry, having worked at esteemed organizations such as Morgan Stanley and Wells Fargo Advisors.

Daniel's prior roles include internships at Wells Fargo Advisors, where he gained valuable insights into financial planning and wealth management.

His diverse work experience also includes serving as a Department Stocker and Warehouse Assistant at Costco Wholesale, reflecting his strong work ethic and attention to detail.

Additionally, Daniel has showcased his leadership and interpersonal skills as a Summer Camp Counselor at Stroum Jewish Community Center of Greater Seattle and as a Sales Associate at UPS.

As a Certified Financial Planner, Daniel collaborates closely with families, business owners, and high net worth individuals to provide comprehensive financial guidance and strategies.

Daniel takes a personalized approach to financial planning, tailoring strategies to each client's unique goals and aspirations.

By helping clients navigate financial decisions and optimize their resources, Daniel empowers them to focus on what truly matters to them, offering peace of mind and financial security.

With a commitment to professionalism and client-centric service, Daniel is dedicated to assisting individuals in making informed decisions to secure a stable financial future for themselves and their loved ones.

For those seeking expert financial advice and a customized financial plan, Daniel Cohen, CFP®, is a reliable and knowledgeable partner in achieving financial success.