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