Nan Cohen, MBA, CFP^®

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Nan Cohen is a Principal with Cedar Brook Financial Partners. In this role, she specializes in lifetime income planning, investment planning and estate planning services. Ms. Cohen designs comprehensive, personalized financial plans for physicians, attorneys and senior business executives who, like her, have built careers based on service, trust and expertise. She is a Registered Representative with Securities America Inc. and Investment Advisor Representative with Securities America Advisors.

Prior to joining Cedar Brook Financial Partners, Ms. Cohen was affiliated with Cleveland Financial Group for 12 years. During that time, she was one of the firm’s top planners, and she instituted the nation’s first elementary school-level financial education program. Before joining Cleveland Financial Group, Ms. Cohen founded and ran Cofam Enterprises, Inc., a regional chain of retail food and gift stores. She also worked for six years in human resources with Owens-Illinois, Inc., specializing in executive compensation and benefits planning.

Ms. Cohen received a Bachelor of Science degree from the University of Arizona’s School of Business and Public Administration, and she received a Masters of Business Administration degree from Cleveland State University in 1995. She earned a CERTIFIED FINANCIAL PLANNER^® (CFP^®) certification in 1999.

An active volunteer, Ms. Cohen currently serves as a member of the Board of Trustees for the National Council of Jewish Women, Cleveland Section. Additionally, she is an avid cyclist and has long served as a volunteer and fundraiser for the National Multiple Sclerosis Society’s “Pedal to the Point.”

Ms. Cohen resides in Beachwood, Ohio with her husband, Daniel Abrams.

http://www.nancohen.net

See Also:
Silver, Jessica
Ringel, Mark

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