Alan J. Cohn,  CFP<sup>&reg;</sup> - Financial Advisor

Alan J. Cohn, CFP®

Sage Financial Group

300 Barr Harbor Dr, Ste 200
Conshohocken, PA 19428
(484) 342-4400

General

Alan Cohn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sage Financial Group in Conshohocken, PA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other -

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Comprehensive Financial Planning, Estate Planning, Investment Management, Insurance, Retirement

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Helpful Financial Planning Resources