Dedicated to your financial well-being

Life is a journey that is constantly changing, which becomes more apparent as you reach milestones such as starting a business, having children or retiring from your career. Knowing who to turn to is vitally important at these times in life.

We’re here to offer a helping hand and sound financial guidance, just as we have for the many other families and individuals we are proud to call our clients. We welcome the opportunity to serve you and your family.

Get better acquainted with us and how we can help you

Benjamin Cohen
Benjamin Cohen, CFP®
Director, Advisor Select Managing Director
Senior Vice President, Investments
Michael Cohen
Michael Cohen, MBA, WMS™
Managing Director Senior Vice President, Investments
James Appel
James Appel, CFP®
Associate Vice President, Investments
John Postel
John Postel, AAMS™, CEPA®
Financial Advisor
John Crain Headshot
John M. Crain
Financial Advisor
Erika Wolek
Erika Wolek, CFP®
Senior Financial Planning Consultant
Camille Johnson
Camille Johnson
Senior Registered Client Service Associate
Molly Dierks
Molly Elizabeth Dierks
Practice Business Manager
Matt Tienda
Matt Tienda
Senior Client Service Associate
We offer a more connected and personal level of financial care to better help you live an inspired life.
Cohen Financial Management

Get inspired

Cohen Financial Management of Raymond James

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.

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Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.