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    I currently hold the following licenses:
  • Investment Advisor (Series 65)
  • Registered Investment Advisor (Crestmont Advisors, LLC #164795) 
  • California Real Estate Broker (Lic. #00573704)


Richard Jay Cohn, Financial Advisor
591 Redwood Highway, Suite 5280
Mill Valley, CA 94941
Tel: 415-888-2560
Cell: 415-308-9222

Tune in to  my recent interview on "Investments and Attitude" at Sedona Talk Radio (  I discuss a wide range of behavior issues relating to investments and choices.

Since 1985, I have actively managed portfolios and brokered investments for business owners, 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. I specialized in real estate and business lending.  

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. 

I continue to be active in non-profit work throughout the community and have hosted a radio show, "Financial Focus" in West Marin, California. For past program tapes and information, please send an email to

© 2004-2013 Richard Jay Cohn, Financial Advisor.
All rights reserved.

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All written content on this Web site is for general information purposes only. Opinions expressed are solely those of Richard J. Cohn, Manager/CEO of Crestmont Advisors, LLC; a Registered Investment Advisor. 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.