Garry P. Kohn,  CFP<sup>&reg;</sup> - Financial Advisor

Garry P. Kohn, CFP®

President

Kohn Wealth Management Advisors, LLC

9078 Union Centre Blvd, Ste 350
West Chester, OH 45069
FINANCIAL ADVISOR'S WEBSITE
(513) 563-3469 CONNECT WITH Garry
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General

Garry Kohn is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Kohn Wealth Management Advisors, LLC in West Chester, OH and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 24, 53, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: Ohio, KY.
  • Health/disability insurance: Ohio
  • Fixed annuities: Ohio
  • Variable annuities: Ohio, KY.

Broker-Dealer Affiliation

RBC Dain Rauscher

Broker-Dealer Disclaimer

Securities and Investment Advisory Services offered through L.M. Kohn & Company, a Registered Broker-Dealer, Member FINRA/SIPC/MSRB 10151 Carver Road Suite 100, Cincinnati, OH 45242 800-478-0788

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Personal Taxes, Women's Finances

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