Allan Cohen graduated from Jacksonville University in 1970 with a B.S. in Accounting. He sold his CPA practice in 1983 to become a financial planner. In addition to being a CPA, he holds an advanced certificate in Federal Gift and Estate Taxation and is a Certified Financial Planner. He joined Prudential Securities in 1985, where he was Vice President-Investments, and left in 1995 with Mr. Butensky to open their own Registered Investment Advisory firm.

Mr. Cohen holds memberships with the Florida and American Institute of Certified Public Accountants and Institute of Certified Financial Planners.

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