Robert S. Cohen

My wealth management practice is based on a commitment to understand your unique needs and help improve your overall financial health. I bring about a disciplined approach that begins with a meaningful conversation focused on gaining a deeper understanding of your future goals and aspirations. My process is designed to empower you to make more educated decisions and give you confidence that you have a comprehensive plan in place that offers security and freedom to live a flourishing life now and in retirement.

The team of thought leaders at Barnum have been creating value for our clients by bringing decades of experience to products that streamline the management of your assets. Areas of focus include investment management, retirement and tax planning, risk management, education funding, and estate conservation strategies.

Underscoring everything I do is a deep commitment to providing outstanding service and support throughout our relationship.

ABOUT ROBERT

• Robert has been in the Financial Services Industry for over 30 years
• Previously served as the Founder & CEO of Trinity Trading Corporation on the NYSE
• Holds the Series 7 and 63 Securities Registrations
• Licensed to sell Life, Accident, and Health Insurance

PROFILE

• Serves on the leadership team for the New Canaan Men’s Society
• Resides in Ossining, NY with his wife Denise and their two children Madeline and Michael
• Enjoys golfing, playing tennis, pickleball, and fishing

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I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.  CA Insurance License # 4206433

Check the background of this investment professional on FINRA’s BrokerCheck