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I currently hold the following licenses: |
- Registered Securities Representative (Series 7)
- Investment Advisor (Series 65)
- California Insurance Agent (License #OB24593)
- California Real Estate Broker
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Richard Jay Cohn, Financial Advisor
20 Sunnyside Avenue, Suite A-400
Mill Valley CA 94941
Tel: 415-383-2664
Fax: 415-380-9671
E-mail: richard@richardcohn.com
Tune in my radio show, "Financial Focus" on KWMR Pt. Reyes/Bolinas. My guests and I discuss a wide range of interesting financial topics and issues.
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Since 1985, I have actively managed and brokered investments for business owners, corporate employees, professionals, friends, family members, and retirees. I have also served as a Senior Consultant and Senior Officer at a number of small and regional California business banks including The Pacific Bank, Imperial Bancorp, and Greater Bay Bancorp. My function was to generate loan, deposit and fee income business from mid market companies and high net worth individuals.
I was awarded a Juris Doctor degree from New York Law School and a Bachelor of Arts degree from University of Arizona.
I am also a trained Facilitator at the Center for Attitudinal Healing in Sausalito, California. Since 1996 I have provided counseling and support to hundreds of people experiencing emotional and spiritual conflict due to loss, illness and family dysfunction. This training has greatly improved my coaching abilities and appreciation of investor behavior patterns.
Today, I am working full-time as a financial advisor specializing in securities and real estate investments. I am active in non-profit work throughout the community and host a radio show, "Financial Focus" in West Marin, California. For program tapes, show times, and information, please send an email to richard@richardcohn.com.
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