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 Alaska Wealth Advisors because of the team environment that provides fiduciary management and upholds the value that clients are our top priority. As a Lead Advisor, Nic enjoys helping Alaskans through life’s transitions. He knows each individual and family has its own unique challenges and resources. His goal is for clients to find relief in a plan for moving forward, giving them the capacity to focus on them selves, their family, and their commitments knowing a trusted partner has their financial needs covered.
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®.