Newman & Cohen Financial Management 2500 North Military Trail, Boca Raton, FL 33431, USA - Call Toll Free: 800-966-9306 Tel: 561-988-8890 Fax: 561-994 6277
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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.

Newman + Cohen Financial Management and Regal Securities Inc. are not affiliated by ownership.
Securities offered through Regal Securities Inc., Member NASD/SIPC. 1-800-92-REGAL

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