Broker Check
 Allen Cohen, CPFA

Allen Cohen, CPFA

Senior Retirement Consultant

  • Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices, from new business development and plan proposals to plan design, product placement, and regulatory matters
  • Works with advisors on driving retirement plan sales and improving the client experience
  • Holds FINRA Series 6 and 63 securities registrations and the Certified Plan Fiduciary Advisor (CPFA) designation
  • Earned a BA from Bates College
  • Has prior experience at State Street Bank, CitiStreet, and Voya