Isaac Cohen

Isaac Cohen is the Founder and CEO of Bedrock Wealth Strategies, a wealth management firm he established in 2016.24 With over a decade of experience as a Wealth Management Advisor, Cohen has built a career focused on helping entrepreneurs and high-net-worth families manage their wealth and achieve their financial goals.13

Professional Background

Cohen's expertise lies in several key areas:

• Wealth Management: He provides comprehensive wealth management services to his clients, leveraging his years of experience in the field.3
• Business Planning: Cohen assists entrepreneurs in unlocking their personal wealth and regaining control of their work-life balance.3
• Exit Planning: He helps business owners with selling, buying, and exiting their businesses.5

Qualifications and Expertise

Isaac Cohen holds several professional designations that underscore his expertise in wealth management and business planning:

• CEPA: Certified Exit Planning Advisor
• CPFA: Certified Plan Fiduciary Advisor

These certifications demonstrate his commitment to providing specialized advice in areas such as exit planning for business owners and fiduciary responsibilities in retirement planning.

Bedrock Wealth Strategies

As the founder of Bedrock Wealth Strategies, Cohen leads a team dedicated to creating tailored financial solutions for their clients. The firm offers a range of services, including:

• Wealth creation and enhancement
• Business planning and development
• High-net-worth family financial planning
• Exit strategy development for business owners15

Cohen's approach at Bedrock Wealth Strategies involves working closely with clients to understand their unique needs and develop customized strategies to help them achieve their financial objectives.