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


Physicians Nationwide

Professional

Jeff’s mission is to help his clients attain financial security for their families and businesses. Because you cannot predict the future, he will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality, service, and integrity.

After completing an undergraduate degree at MIT, and earning his MBA at University of Michigan, Ann Arbor, Jeff went on to complete his CFP® certification, Chartered Life Underwriter (CLU), and 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)

Physicians Nationwide

Jeffrey Cohen is a member of Physicians Nationwide.  Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians. 

 

 

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