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)

 

 

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