EDUCATION
- Northern Arizona University, BA Finance
CERTIFICATIONS
- CERTIFIED FINANCIAL PLANNER™
- Series 66 License
- Insurance Licensed
Nic Cohen, CFP®
Financial Advisor
Nic Cohen joined the team in May 2019. Nic’s previous experience with investment programs in local Alaska credit unions provided him with extensive knowledge in insurance analysis and client service. He sought out the Associate Financial Advisor position with Alaska Wealth Advisors because of the team environment that provides fiduciary management and upholds the value that clients are our top priority. While Nic is currently studying for the Certified Financial Planner® designation he supports the team in creating investment strategy, financial plans, and evaluates insurance options.
In his free time, you can find Nic coaching youth hockey or hiking and fishing with his wife, child, and dog.
See designations page for more information on CERTIFIED FINANCIAL PLANNER®.