Education: University of Texas at Austin – BBA Economics
Certifications: Certified Financial Planner™, Certified Fund Specialist, Chartered Advisor in Philanthropy®
As principal and founder of CD Wealth Management, Scott Cohen leads the firm with the belief that the interest of his clients always comes first. Scott specializes in financial consulting for individuals, not-for-profits and privately held companies, with an emphasis on asset management, estate planning and retirement planning.
Growing up in Dallas, Scott saw that the family company, Waldman Bros, was a Dallas institution—one that he wanted to be a part of. Following his graduation from University of Texas at Austin with a degree in economics, Scott learned more about the financial industry while working for an outside firm, quickly developing expertise and expanding his list of clients.
In 1995, Scott combined his leadership skills, financial intuitiveness and hard work ethic to create and build one of the most trusted and respected areas of Waldman Bros and continues to build on that legacy at CD Wealth. With the innate ability to understand clients’ wants, needs and goals, Scott is a passionate advocate for each client as he develops a strategy dependent on his/her unique situation. He is a confident and trusted advisor who loves working and helping others.
Scott serves as past chairman of the board of the Aaron Family Jewish Community Center and is a member of the board of The da Vinci School. He is a dedicated volunteer, firmly believing in giving back to the community and helping others. Scott is an avid golfer and loves spending time traveling with his wife and three daughters.
For more information on the Five Star Wealth Manager and the research/selection methodology go to: www.fivestarprofessional.com