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@lpl.com
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5 phones found area 770, 678, and 631
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Jay Cohen, Cfp® is listed as President at Monterey Wealth, a with 3 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 770, 678, 631, and a matched LinkedIn profile for Jay Cohen, Cfp®.
Jay Cohen, Cfp® previously worked as Vice President - Business Development at National Executive Benefits Consulting Firm and Director Customer Financial Services at Genuine Parts Company. Jay Cohen, Cfp® holds Mpa, Taxation from Texas Mccombs School Of Business.
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AeroLeads found 2 current-domain work email signals for Jay Cohen, Cfp®. Compare company email patterns before reaching out.
Jay Cohen is the founding partner of Monterey Wealth – a financial services firm dedicated to financial literacy, wealth planning, and 401k consulting. Our clients are entrepreneurs, executives, and professionals and realize that developing a wealth management strategy is critical for financial security. The firm was founded on three key values: provide well-thought advice in the client's best interest, involve the right resources at the right time, and never lose a client due to lack of service. Jay has a unique background in corporate finance, taxation and accounting, as well as being a key member of a management team. He is a former CPA with Ernst & Young and has a Masters in taxation from The University of Texas. Jay obtained the CFP® designation in 2007 and gained additional business experience working at Genuine Parts Company (owner of Napa Auto Parts) and other entrepreneurial organizations. His common sense approach to wealth management makes him uniquely qualified to coach his clients on wealth creation and preservation. Jay is married, has two sons and enjoys golf, cooking, and spending time with his family. He is involved in a number of organizations including serving as the chairman of the investment committee for the Epstein School Foundation. Specialties: 401k consultingWealth planningInvestment managementFinancial literacyLife insuranceDisability insurance
Listed skills include Wealth Management, Disability Insurance, Financial Planning, 401K, and 2 others.
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Atlanta
Monterey Wealth is an Atlanta-based SEC Registered Investment Advisory firm focused on wealth planning and investment management firm. We are dedicated to helping entrepreneurs, physicians, and executives keep more of what they make. In addition, we offer fee-only 401k consulting services to Atlanta-based physician practices and closely held, family-owned businesses.
Responsible for establishing and developing relationships with CEOs, CFOs, and centers of influence with the goal of being engaged to consult on and implement executive benefits.
Consulted NAPA Auto Parts store owners on profit improvement, capital acquisition, and succession planning. Conducted financial analysis for GPC, managed mergers and acquisitions, and managed corporate leasing relationships.
Worked with large public and private corporate clients on federal and state tax research and compliance.
Other employees you can reach at montereywealth.com. View company contacts for 3 employees →
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Jay Cohen, Cfp® works for Monterey Wealth.
Jay Cohen, Cfp® is listed as President at Monterey Wealth.
AeroLeads has found 2 work email signals at @lpl.com for Jay Cohen, Cfp® at Monterey Wealth.
AeroLeads has found 5 phone signal(s) with area code 770, 678, 631 for Jay Cohen, Cfp® at Monterey Wealth.
Jay Cohen, Cfp® is based in Atlanta, Georgia, United States while working with Monterey Wealth.
Jay Cohen, Cfp® has worked for Monterey Wealth, National Executive Benefits Consulting Firm, Genuine Parts Company, and Ernst & Young.
Jay Cohen, Cfp®'s colleagues at Monterey Wealth include Robyn Barocas, David Duncan, Cfp®, and Tyler Henderson , Cfp®.
You can use AeroLeads to view verified contact signals for Jay Cohen, Cfp® at Monterey Wealth, including work email, phone, and LinkedIn data when available.
Jay Cohen, Cfp® holds Mpa, Taxation from Texas Mccombs School Of Business.
Jay Cohen, Cfp® is listed with skills including Wealth Management, Disability Insurance, Financial Planning, 401K, Investment Management, and Life Insurance.
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