JERRY COHEN, CPA/PFS, ChFC, CDFA™
:: EDUCATION :: 2004 Collaborative Divorce Interdisciplinary Training
He facilitates financial settlements that support the entire family’s well-being. Jerry considers your unique circumstances, goals, and objectives; analyzes alternative settlement scenarios objectively; and helps you understand both the short and long-term financial impact of a proposed settlement. He can help you reach a settlement that is financially fair and equitable, feel secure about your ability to maintain a comfortable standard of living, and have the confidence and knowledge to deal with financial issues now and in the future.
He was a contributing editor for Practical Financial Planning magazine. Jerry was a charter member and served on the board of the San Fernando Valley chapter of the International Association of Financial Planning. He served on the California Senate Rules Committee Task Force on Financial Planning, as President of the American Association of Personal Financial Planners, and as Chairman of the Los Angeles Chapter of the California Society of CPAs Personal Financial Planning Committee. Jerry currently serves on the board for the Los Angeles Collaborative Family Law Association. Jerry is a member of the American Institute of CPAs/Personal Financial Planning Division, the Institute for Certified Divorce Planners, the International Academy of Collaborative Professionals, California Society of CPAs/Family Law Section, the Coalition for Collaborative Divorce, and the Los Angeles Collaborative Family Law Association. He grew up in Chicago, Illinois and has lived in southern California since 1971. |
