Wealth Advice and Management, LLC
Barry Cohen, CPA, CFP®, CIMA®
Barry Cohen is a financial advisor and the owner of WAM. He has over 25 years’ experience working with individuals in helping them prepare for retirement and in planning and managing their financial resources to achieve their financial objectives.
In addition to operating a financial and tax advisory practice Barry has significant experience as a senior financial executive working for some of the most prominent organizations in the financial services, management consulting, and not-for-profit sectors. These organizations include:
•Atlantic Philanthropies, Inc. - Finance Director, 2008 - 2010 •McKinsey & Company, Inc. - Treasurer, 1999 - 2007 •Morgan Stanley - Vice President, 1985 - 1998
Barry is a CPA and holds the Certified Financial Planner™ (CFP®), and Certified Investment Management Analyst™ (CIMA®) designations. He is a NY State Registered Investment Advisor, a licensed NY State life and health insurance agent, and a Certified QuickBooks Online ProAdvisor. He is a member of the New York State Society of CPA's, Financial Planning Association, and the Investment Management Consultants Association.
Barry graduated the University at Buffalo in 1983 with a Bachelor of Science degree in Business Administration (Accounting / Finance). He currently lives with his wife and four children in West Hempstead, NY
About Wealth Advice and Management, LLC
Wealth Advice and Management, LLC ("WAM") is an independent financial, tax, and investment advisory firm. It was established in 2011 by Barry Cohen, CPA, CFP®, CIMA® (see below). WAM's aim is to provide expert, personalized, and objective financial advice to help its clients achieve their financial goals and attain financial well-being.
WAM has locations in Lake Success, NY, and West Hempstead, NY.
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Committed to helping clients achieve their financial goals and in attaining financial well-being.