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

Physicians Nationwide



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)




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