Allen Cohen CPFA
Senior Retirement Solutions Consultant
- Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices, from new business development and plan proposals to plan design, product placement, and regulatory matters
- Works with advisors on driving retirement plan sales and improving the client experience
- Holds FINRA Series 6 and 63 securities registrations and the Certified Plan Fiduciary Advisor (CPFA) designation
- Earned a BA from Bates College
- Has prior experience at State Street Bank, CitiStreet, and Voya
