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Mark Cohen Email & Phone Number

Wealth Manager at Creative Planning LLC at Creative Planning LLC

Location: Vienna, Virginia, United States 2 work roles 3 schools

1 work email found @creativeplanning.com LinkedIn matched

✓ Verified May 2026 4 data sources Profile completeness 86%

Current company

Creative Planning LLC

Role

Wealth Manager at Creative Planning LLC

Location

Vienna, Virginia, United States

Company size

631 employees

Who is Mark Cohen? Overview

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Quick answer

Mark Cohen is listed as Wealth Manager at Creative Planning LLC at Creative Planning LLC, a company with 631 employees, based in Vienna, Virginia, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Mark Cohen.

Mark Cohen previously worked as Wealth Manager at Creative Planning Llc and Attorney and Financial Planner at Cohen & Burnett, P.C.. Mark Cohen holds Ll.M Tax, Law from William & Mary.

Company email context

Email format at Creative Planning LLC

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{first}.{last}@creativeplanning.com

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AeroLeads found 1 current-domain work email signal for Mark Cohen. Compare company email patterns before reaching out.

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Profile bio

About Mark Cohen

Mark Cohen is a Wealth Manager at Creative Planning LLC at Creative Planning LLC.

Current workplace

Mark Cohen's current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning Llc

Wealth Manager at Creative Planning LLC

overland park, kansas, united states

Website

creativeplanning.com

Employees

631

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Company profile

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2 roles

Mark Cohen work experience

A career timeline built from the work history available for this profile.

Wealth Manager

Current

Creative Planning Llc

Mclean, Virginia, United States

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services..
A Top Registered Investment Adviser by Financial Times (2014-2020)
A Top Independent Advisor by Barron’s (2020)
Top Wealth Manager by RIA Channel (2020)Creative Planning manages approximately… Show more Creative Planning provides comprehensive wealth management services including investment management, financial planning.
Top Wealth Manager by RIA Channel (2020)Creative Planning manages approximately $75.6 billion as of March 31, 2021 for clients in all 50 states.Specialties: Wealth Management, Investment Management for Individuals.

Jan 2020 - Present

Attorney And Financial Planner

Cohen & Burnett, P.C.

Team & coworkers

Colleagues at Creative Planning LLC

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

SJ

Stacy J. Marshall, Cfp® Colleague at Creative Planning Llc Carrollton, Texas, United States, United States View → JC

Jessica Carter, Cfp® Colleague at Creative Planning Llc Chicago, Illinois, United States, United States View → PS

Paola Santos, Cpfa Colleague at Creative Planning Llc Denver, Colorado, United States, United States View → KS

Katie Stevens Colleague at Creative Planning Llc Kansas City, Missouri, United States, United States View → BP

Becky Peterson Colleague at Creative Planning Llc Leawood, Kansas, United States, United States View → CL

Chuck Lawless Colleague at Creative Planning Llc Winnetka, Illinois, United States, United States View → KS

Katie Stephenson, Jd, Cfp® Colleague at Creative Planning Llc Memphis, Tennessee, United States, United States View → MG

Mark Graca Colleague at Creative Planning Llc The Colony, Texas, United States, United States View → JD

Justin Dodge Colleague at Creative Planning Llc New York, New York, United States, United States View → PW

Parker Waters Colleague at Creative Planning Llc Overland Park, Kansas, United States, United States View →

3 education records

Mark Cohen education

Ll.M Tax, Law

William & Mary

Doctor Of Law - Jd, Law

University Of Arizona

Bachelor Of Science - Bs, Political Science And Government

California State University, Long Beach

FAQ

Frequently asked questions about Mark Cohen

Quick answers generated from the profile data available on this page.

What company does Mark Cohen work for?

Mark Cohen works for Creative Planning LLC.

What is Mark Cohen's role at Creative Planning LLC?

Mark Cohen is listed as Wealth Manager at Creative Planning LLC at Creative Planning LLC.

What is Mark Cohen's email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Mark Cohen at Creative Planning LLC.

Where is Mark Cohen based?

Mark Cohen is based in Vienna, Virginia, United States while working with Creative Planning LLC.

What companies has Mark Cohen worked for?

Mark Cohen has worked for Creative Planning Llc and Cohen & Burnett, P.C..

Who are Mark Cohen's colleagues at Creative Planning LLC?

Mark Cohen's colleagues at Creative Planning LLC include Stacy J. Marshall, Cfp®, Jessica Carter, Cfp®, Paola Santos, Cpfa, Katie Stevens, and Becky Peterson.

How can I contact Mark Cohen?

You can use AeroLeads to view verified contact signals for Mark Cohen at Creative Planning LLC, including work email, phone, and LinkedIn data when available.

What schools did Mark Cohen attend?

Mark Cohen holds Ll.M Tax, Law from William & Mary.

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