Stephen L. Cohn,  CFP<sup>&reg;</sup> - Financial Advisor

Stephen L. Cohn, CFP®

Sage Financial Group

300 Barr Harbor Dr, Suite 200
West Conshohocken, PA 19428-2998
(484) 342-4400

General

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

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Financial Advisor's Specialties

Attending College, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Real Estate, Retirement, Sudden Wealth

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