Barry  Cohen,  CFP<sup>&reg;</sup> - Financial Advisor

Barry Cohen, CFP®


Financial Advisor

Mercer Global Advisors

1979 Marcus Ave, Ste 210
Lake Success, NY 11042
(516) 587-0651


Barry Cohen is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Mercer Global Advisors in Lake Success, NY and the surrounding communities.

Financial Advisor Overview

Wealth Advice and Management, LLC (“WAM”) is an independent financial planning, tax, and investment advisory firm. For over twenty years, Barry Cohen, CPA, CFP®, CIMA® financial advisor and owner of WAM, has provided individuals, families, professionals, and business owners with sound financial advice and professional financial management to help them realize their own vision of wealth and security.

WAM offers the following services to clients wishing to achieve their financial goals:

• Comprehensive personal financial planning
• Investment management
• Tax planning and tax return preparation
• Risk management and insurance planning
• Elder care and estate planning
• Family / small business consulting

Potential clients are encouraged to arrange a free consultation to discuss their financial goals and concerns and to learn how WAM can help them achieve financial well-being.


Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • Certified Investment Management Analyst (CIMA®)
  • Certified Public Accountant (CPA)
  • Other - CTP (Certified Treasury Professional)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances


Helpful Financial Planning Resources