Cohen Capital Wealth Management & Insurance Services
Scott R. Cohen
Wealth Management Advisor|CFP®, ChFC®, CLU®, RICP®
Personal
Lending a hand in my community.
From a young age, I always enjoyed working with children. So, when a college friend presented me with the unique opportunity to volunteer at a pediatric oncology camp called Camp Ronald McDonald for Good Times, I jumped at the chance.
The rest, as they say, is history, and my life has never been the same.
Camp Ronald McDonald for Good Times (CRMFGT) creates a positive, long-lasting impact on children with cancer and their families by providing fun-filled, medically supervised, cost-free camp programs year-round.
Over the past 14 years, I have enjoyed spending more than 2,500 hours volunteering as a camp counselor and serving on the Board of Trustees . During my time on the board, we were proud to have raised more than $2 million in funding which will build a new camp village and provide additional space for campers during their stay at CRMFGT.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Certifications and Designations
- CFP® – The CERTIFIED FINANCIAL PLANNER™ certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession.
- CLU® – Chartered Life Underwriter designees have expertise in a broad array of personal risk management and life insurance planning issues for individuals, business owners and professional clients. Their training includes an emphasis on ethics, professionalism and a holistic and comprehensive approach to addressing insurance planning needs.
- ChFC® – The Chartered Financial Consultant is the "Advanced Financial Planning" designation awarded by The American College of Financial Services. Charter holders use the designation ChFC® on their resumes and are qualified to provide comprehensive advanced financial planning for individuals, professionals, and small business owners.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
