Allen Cohen

Allen Cohen is a retirement sales consultant at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. With the firm since 2015, he fields inquiries from our affiliated advisors and home office staff on all retirement-related topics and initiatives. Allen graduated from Bates College with a BA in English and holds his FINRA Series 6 and 63 securities registrations.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

Recent Posts

Case Study Series: Retirement Plan Options for Small Business Owners

Case Study Series: Retirement Plan Options for Small Business Owners

Posted by Allen Cohen

July 11, 2017 at 10:00 AM

Today’s post is the last of our case study series, where we’ve showcased the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore retirement plan options for small business owners.

Read More

Topics: Retirement Consulting

Commonwealth Business Review
5 Ways to Affiliate
The Independent Market Observer, Brad McMillan

Follow Us