Jay Cohen
President
- Role
- President at Monterey Wealth
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Jay Cohen
Jay Cohen is the founding partner of Monterey Wealth – a financial services firm…
Experience
President
Mar 2004 — Present · Atlanta, GA, US
Monterey Wealth is an Atlanta-based SEC Registered Investment Advisory firm focused on wealth planning and investment management firm. We are dedicated to helping entrepreneurs, physicians, and executives keep more of what they make. In addition, we offer fee-only 401k consulting services to Atlanta-based physician practices and closely held, family-owned businesses.
Skills
- Accounting
- Investment Management
- Life Insurance
- Asset Management
- 401k
- Disability Insurance
- Financial Planning
- Wealth Management
- Mortgage Lending
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.