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Daniel Cohen, Certified Financial Planner, is the founder of Cohen Investment Advisors, LLC, a Registered Investment Advisory. Daniel has

Daniel Cohen, Certified Financial Planner & founder of Cohen Investment Advisors brings over 25 years of experience in investment management & financial planning. Previously serving as Vice President & Senior Portfolio Manager at UBS Financial Services & Morgan Stanley, he leads his independent advisory firm, which has grown steadily since 2013. His experiences with financial challenges help clients make informed decisions. Opinions shared by Cohen Investment Advisors may change & are not guaran...

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