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Newman + Cohen Financial Management is a full-services financial services firm
that offers advanced financial strategies and related services to individuals
and corporations nationwide.
Richard
Newman is a CPA, state-licensed life, health and disability insurance agent, and
holds several securities licenses. He is an active member of the American Institute
of Certified Public Accounts, the Florida Institute of Certified Public Accountants,
the Financial Executives Institute, the South Broward Estate Planning Council,
the Boca Raton Estate Planning Council, the National Association of Life Underwriters
and Million Dollar Roundtable. An accomplished author and public speaker, Richard
has conducted many successful retirement and estate planning seminars throughout
South Florida.
Donald
Cohen has more than 20 years of experience in accounting and financial planning
for high-net-worth individuals. He was the former CFO for a New York based hedge
fund with over four billion in assets under management. He is a CPA, state-licensed
life, health and disability insurance agent, and holds several securities licenses.
Don is a member of the American Institute of Certified Public Accountants and
the Florida Institute of Certified Public Accountants. With an extensive background
in the healthcare financing industry and a client roster that includes many South
Florida physicians, Don is a regular contributor to Physician's Money Digest.
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