financial-planner_MD

Helping Individuals, Professionals and Small Business Owners Make Educated Financial Decisions

RETIREMENT PLANNING SPECIALIST ROCKVILLE, MARYLAND

 

As an AXA Advisors financial professional, I am dedicated to helping my clients fulfill their life goals through financial strategies. To do it right takes commitment and planning and the services of a capable financial professional. As an active member of the Washington, DC community, I am dedicated to helping individuals and businesses build their financial futures.

As a Financial Consultant, I provide financial and retirement strategies for my clients. By understanding your goals, values, and risk tolerance, I can propose suitable strategies for investments, life insurance, long term care insurance, annuities and fee-based planning.

I successfully completed and obtained my Certificate in Retirement Planning from the Wharton Business School. By applying this education to my clients' financial problems, we provide income strategies that will help protect our clients from outliving their assets as well as from long term care illnesses or disabilities. 

To stay on top of my field and develop my professional skills for my career, I have regularly attended industry training, seminars, and certification programs. This includes completing the curriculum and passing the exams for the:

  • FINRA Securities Registration: Series 7 and Series 66
  • Annuity and Life and Health Licenses

My academic achievements include a Bachelor of Arts degree in Sociology and Computer Science from Brooklyn College, CUNY

My education, experience, and professional affiliations have fostered my practical approach to offering financial products and services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, I --- as a registered representative of AXA Advisors, LLC, and an agent of AXA Network, and its subsidiaries --- can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • Member of the National Association of Insurance and Financial Advisors
  • Member of Million Dollar Round Table (MDRT)
  • Director of Finance for Southeast Hebrew Congregation
  • Member of BNI

My wife Laurie and I live in Silver Spring, Maryland, with our two children. My office is located in Rockville, Maryland, serving the Montgomery County, Maryland area.

 
 
 

Contact David Cohen
15800 Crabbs Branch Way #330,
Rockville, MD 20855
(240) 403-0395
Visit our website www.davidacohen.com

Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC.. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
AGE 92764 (5/14)(Exp 5/16)

Retirement Planning Specialist Rockville MD, Business Financial Planning Rockville MD


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