David Cohen & Associates was originally established in 1995 as an independent practice focusing on insurance and investment planning for individuals and families. In 2001, the organization became a member of PanFinancial Inc. and expanded services to include The Wealth Creator program.
Currently, David Cohen & Associates is a financial planning firm that specializes in wealth creation and tax minimization for individuals, families and high-net worth clients on an individual and
corporate level. We provide our clients with viable financial solutions based on their individual needs and objectives and through The Wealth Creator, can provide investment solutions that are fundamentally unique and unparalleled in the industry.
