Richard Cohen helps high net worth investors with a broad array of investment management, financial planning, wealth planning and estate planning issues. He is qualified to offer sophisticated advice based upon his extensive educational background and highly regarded professional achievements.
A Certified Public Accountant since 1979, Richard began his career as a tax specialist with Deloitte and Touche. He is a member of the California Society of Certified Public Accountants and the American Institute of Certified Public Accountants, which designated him as a Personal Financial Specialist (PFS). This designation is granted to only 2% of CPAs who demonstrate extensive knowledge and experience in the areas of financial planning, retirement planning, estate planning, investment planning, insurance planning and income tax planning. (Richard does not act in the capacity of a CPA at Morgan Stanley.) After practicing public accounting at Deloitte & Touche, Richard served as CFO in industry where he was responsible for running several hundred million dollars of invested funds at a $2 billion financial company. Earlier in Richard’s career at Morgan Stanley, he spent five years as the assistant branch manager of the Westwood branch.
Richard has availed himself of every opportunity to further his financial education, amassing an exceptionally rare combination of professional credentials. He earned the Certified Investment Management ConsultantSM® designation from the Investment Management Consultants Association and the Wharton School, enhancing his knowledge and experience in the assessment of risk tolerance, asset allocation, manager selection, due diligence, and performance measurement and attribution. He went on to complete the Investment Strategist Certificate program at the Wharton School, which includes extensive coursework in investment strategies including hedge funds, real estate and alternative investments. The program covers advanced issues in portfolio management and asset allocation. Richard then became a Chartered Private Wealth Advisor (CPWA®), a designation that recognizes the skills necessary to advise ultra high net worth clients. Richard was a member of the charter class for this noteworthy designation, awarded by the University of Chicago Graduate School of Business and the Investment Management Consultants Association.
Richard serves on the board of the Pacific Palisades Community Council, where he was recently chairman, and on the board of the Temescal Canyon Association, an environmental and hiking group. He holds a Brazilian Jiu Jitsu black belt and a third degree blackbelt in the Phillipine martial arts, Eskrima and Eskrido. He is also an accomplished marathon runner, yoga practitioner and road cyclist. Richard and his wife of 33 years share his greatest accomplishment, the raising of two adult daughters.
BM/Supervisor; Securities Agent: AL, AZ, CA, CO, CT, DE, FL, HI, ID, IL, KY, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, WA, WI; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures
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