Lenard S. Cohen,  CFP<sup>&reg;</sup> - Financial Advisor

Lenard S. Cohen, CFP®

CLU, AEP

CF Services Group, Inc.

9083 Shady Grove Ct
Gaithersburg, MD 20877
FINANCIAL ADVISOR'S WEBSITE
(301) 963-8820

General

Lenard Cohen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at CF Services Group, Inc. in Gaithersburg, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - AEP, CLU

Insurance Licenses

  • Life insurance: MD, VA, DC
  • Health/disability insurance: MD, VA, DC
  • Fixed annuities: MD, VA, DC
  • Variable annuities: MD, VA, DC

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources