CD Wealth Management Principal Named to Forbes Best-in-State Wealth Advisors List

CD Wealth Management Principal Named to Forbes Best-in-State Wealth Advisors List

Dallas (April 21, 2022) — CD Wealth Management is proud to announce that Founder, Principal and Chief Executive Officer Scott Cohen was ranked No. 11 in the Forbes Best-in-State Wealth Advisor list for 2022, moving up from his No. 18 ranking a year ago.

“I’m thrilled to be included in this list, and I’m grateful for the hard work of our entire team at CD Wealth Management, as well as the trust we share with our clients,” Cogen said. “We have built our business on of transparency and open communication, and this honor reflects our commitment to giving our clients the best-in-class service they deserve.”

The Forbes ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria and quantitative data. Among the factors considered are revenue trends, assets under management, compliance records and industry experience.

Cohen also was named to the Barron’s Top 1,200 Financial Advisors list for 2022.

Click here to see the Forbes’ full list for 2022. For more information about how the list was selected, click here.

About CD Wealth Management

Founded in 2014 by Principal and CEO Scott Cohen, CD Wealth Management is a team of exceptional independent fiduciaries who always put their clients first. The company traces its roots to Waldman Bros, a family-run institution started in Dallas in 1939. The team, also led by Chief Investment Officer Andy Dropkin and Chief Wealth Management Officer Ilona Friedman, offers personalized financial planning and wealth management for families, corporate executives, closely held businesses, and not-for-profit institutions.

In the first quarter of 2022, CD Wealth was acquired by Bluespring Wealth Partners, LLC. The financial professionals of CD Wealth Management collectively manage over $850 million in assets.

Media Contact: Ilona Friedman, 972-499-6280
ifriedman@cdwealth.com