Wealth Advisor

Jeffrey Cohen, CPA, PFS

After more than 20 years as a successful principal in his own CPA firm, Jeff, the curious problem-solver, realized that wealth management was where he could have the greatest impact with his clients. He works with clients to align their values with their wealth and resources. Using his extensive experience with risk management, taxation and interpersonal skills he strives to give clients the best opportunity to achieve what is most important to them. 

Jeff graduated with a Bachelor of Business Administration from the University of South Florida He is a Certified Public Accountant and has received the Personal Financial Specialist (PFSTM) designation from The American Institute of Certified Public Accountants. 

Jeff enjoys working out, is an avid tennis player, and enjoys travelling and going to the beach with his wife, Debbie. Jeff is also an active member of Dunwoody Country Club.

Contact Jeffrey

Let's look at the big picture, together.