Nic Cohen, CFP®
Nic Cohen joined AWMI 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 AWMI 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.
Northern Arizona University, BA Finance
Series 66 License
April 18, 2022, is the deadline to make your 2021 IRA contributions. The 2021 limit is $6,000 per individual for Traditional or Roth IRA. If you are age 50 or older, you qualify for an additional $1,000 catch-up contribution. If you’d like to learn about the difference between a Traditional and Roth IRA, we’ve created […]
In the wealth management field, at AWMI in particular, we are not immune to having a client come to an appointment after suffering a close personal loss of a loved one. We see our clients through the joys and the sorrows of the human experience, and while the joys are easier and more fun, we […]
I still remember when my wife called to tell me she was pregnant; I have never been more happy, excited, and scared in my life. When we went in for our 39-week check-up, and our doctor said we’re having a baby tonight, those feelings of fear and excitement amplified 1000 times. As an advisor and […]
We are pleased to announce the hiring of Nicholas Cohen as our newest Associate Financial Advisor. Nic joins APCM Wealth Management for Individuals with over four years of financial industry experience and a bachelor’s degree in Finance from Northern Arizona University. Directly after college, Nic began earning his financial licenses, including his Series 7, Series […]