GREG COHN

PARTNER

Greg Cohn, CLU, ChFC, CFP®

PARTNER

Domicile State: CA

Greg Cohn, CLU, ChFC, CFP® has been in the financial services field since 1996. A graduate of the San Diego State University Business School with an emphasis in Finance, Greg began working with individuals and business owners in helping them to achieve their financial goals. He has been dedicated to helping his clients in the areas of Wealth Maximization & Preservation, Investment & Retirement Strategies, and Insurance Protection.

Since 1998, Greg has been focused on building his firm through recruiting, developing, & coaching his advisors to success. In 2004, 2010 & 2011, 2012, & 2014, Greg was awarded the Bronze Bowl for Sales Managers, finishing 3rd overall in the entire Mass Mutual system. In 2007, 2008, & 2009 he was awarded the Silver Bowl, being recognized as having the #2 Team in the entire MassMutual system nationwide and in 2013 Greg achieved the Gold Bowl, finishing the year as the #1 Sales Manager nationwide.

Greg holds multiple licenses including his Series 7, Series 24 Registered Principal, Series 65, Series 63 and State of California Insurance License. Greg is a CFP® (Certified Financial Planner) and has also earned the CLU, and ChFC professional designations from the American College in Bryn Mawr, PA. He is the current President of his local National Association of Insurance & Financial Advisors.. Introducing…Greg Cohn, CLU, ChFC, CFP®

A Division I college athlete at San Diego State, Greg is a 27 year resident of California and lives in Livermore, CA with his wife Marissa & four children Nate, Taylor, James, & Maren.

Professional Specialties:

  • Personal Financial Needs Analysis
  • Educational Savings Plans
  • Strategic Investment/Insurance Planning
  • Retirement Planning
  • Life Insurance
  • Disability Income Insurance
  • Annuities
  • Estate Analysis

Our Team

Mass Mutual Northern California boasts a team of professionals with diverse backgrounds and specific areas of expertise. Using a team approach, instead of relying on one individual to master the many complex areas of financial services, allows our firm to serve our clients more effectively. Our firm can provide comprehensive advice that assists the individual in planning for college funding, wealth accumulation & preservation, survivor needs and financial independence. We also offer guidance on money management using Individual Stocks & Bonds*, Mutual Funds* and Managed Money Programs..

Retirement Planning

We can help you determine how much money you will need for retirement and where it will come from. We can show you how to protect your uninsured IRA proceeds that, without proper planning, may be income and estate taxed in excess of 70%.

In addition to these services, we can show you how to:

  • Set up supplemental retirement accounts
  • Plan for Long Term Care
  • Protect Your Savings from Inflation

Estate Planning

We work closely with CPAs and attorneys, in the use of trusts, lifetime gifts, charitable gifts ad Family Limited Partnerships to reduce or eliminate estate taxes.

We can also show you how to use tax-advantaged life insurance for:

  • Estate Liquidity
  • Charitable Contributions
  • Wealth Accumulation
  • Legacy Building
onewealthmgmtGreg Cohn