With over 25 years in financial services and deep Arizona roots, Chris Cohan takes a steady, thoughtful approach to wealth and estate planning. As a Chartered Financial Consultant® (ChFC®) and Retirement Management Advisor® (RMA®), he helps individuals and families build, protect, and transfer wealth through personalized strategies.
Chris's passion is shaped by his upbringing in a service-driven home, learning early how financial decisions impact families. This inspires his commitment to guiding clients with clarity and care.
He specializes in investment strategy, retirement income planning, tax-efficient investing, risk management, and estate planning—including wills, trusts, and legacy design. Chris holds Series 6, 63, and 65 registrations, Arizona Life & Health insurance licenses, and continues ongoing education.
A devoted husband and father of three, Chris enjoys golf, travel, and family time. He leads with the values he lives by: family, integrity, and thoughtful preparation for life's milestones.
Watch Chris
Tips from Our CEO
Ready to protect your family's future? Schedule a consultation with our team.
