Jason Cohen

“I'm committed to helping my clients' reach their personal financial goals and empowering with the information they need to make sound investment decisions.”
Jason W. Cohen,
Certified Financial Planner
Financial Advisor
 
Jason's career in people management and finance has provided him with the skills and experience that are key to the Hitchcock Investment Group's client-first approach to investing. A great listener with a passion for enhancing the quality of clients' lives through implementing personal wealth strategies, Jason has also completed the rigorous Certified Financial Planner® accreditation process to better serve our clients. He's driven to manage our clients' personal investment portfolios so they're positioned to meet their own personal goals. Jason's areas of expertise include investment planning, retirement planning, and investment analysis. Prior to joining Wells Fargo Advisors 2011 Jason spent three years managing Hotels for Intercontinental hotels group. Jason has a double Major from The University of San Francisco in Accounting and Finance.
 
What Personal accomplishments are you most proud of?
The community of friends and family I have around me.
 
What do you love to do outside of work?
Skiing, Golf, Squash, Live Music, Weekend Travels – wine country – backpacking.
 
What would you be doing if you weren't at the Hitchcock Investment Group?
Teaching at a university and traveling abroad every summer (for research of course…)
 
Education and accreditations:
Dual major – one in accounting and one in Finance from the University of San Francisco, CFP®, Finance Committee Member – Horizons Foundation