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I am a fee-based money manager and investment advisor for successful retirement oriented individuals from creative business and socially conscious life style backgrounds. I excell in translating financial terminology and jargon so that it is understandable and manageable. My recommendations are objective, value based, and consistant with each client’s goals and strategies.
My clients have high expectations. What they share in common is their desire for above average returns, consistant income, safety of principal, and highly personalized services that are executed in an efficient, timely manner.
With over 25 years of experience in traditonal investments, real estate, and banking, I believe I can help protect you against major financial mistakes and make sure you obtain the kind of results you want.
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Let me show you
how to acquire and maintain a strong financial foundation.
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Take advantage
of my brokerage services for excellent investment returns.
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As your
Financial Coach, I will help you uncover your own best answers.
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My up to date
investment perspectives and tips will strengthen your portfolio.
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All written content on this Web site is for general information purposes only. Opinions expressed are solely those of Richard Jay Cohn, Financial Advisor and are not to be construed as the opinion of American Investors Company, 2682 Bishop Drive, Suite 123, San Ramon, Ca, 94583, (925) 866-2882; Member FINRA/SIPC and Registered Investment Advisor, or any other entity through which Richard Jay Cohn is an affiliate. Material presented is believed to be from reliable sources and we make no representations as to its completeness or accuracy. Any information and ideas presented herein should be discussed with your other
professional advisors prior to implementation.
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