Jeffrey Charles Cohen, MBA, CLU®, CFP®
Wealth Management Advisor


Physicians Nationwide

Professional

 

Our mission is to help our clients align their actions with thier intentions regarding financial security. We create lifetime relationships with each client based on quality, service and integrity.

 

 

 

CFP® certification

Chartered Life Underwriter (CLU)

Certified for Long-Term Care (CLTC)

Education

Degree

Institution

BS,  Engineering

Massachusetts Institute of Technology

MBA, Finance

University of Michigan, Ann Arbor, Michigan

 

 

Associations and Memberships

           Physicians Nationwide 
           National Association of Insurance and Financial Advisors (NAIFA)
           Washtenaw Estate Planning Council (WEPC)

 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2006, 2012-2014

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2004-2010

Award recognizing persistency and performance

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck