Our Team

Scott R. Cohen

Principal, Founder, CEO
Certified Financial Planner™
Certified Fund Specialist
Chartered Advisor in Philanthropy®

As principal, founder and chief executive officer of CD Wealth Management, Scott 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 civic institution — and he wanted to be a part of it. After his graduation from the 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; he 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.

Known throughout the industry as a confident and trusted advisor who loves working and helping others, Scott holds a seat on Kestra Financial’s Advisor Council and serves on the University of Texas Economics Advisory Committee. He is No. 11 in the Forbes Best-in-State Wealth Advisors rankings for 2022, and he was named to the list of Barron’s Top 1,200 Financial Advisors. He also was named to AdvisorHub magazine’s inaugural list of Advisors to Watch in 2022.

Scott is a past chairman of the board of the Aaron Family Jewish Community Center. He is a dedicated volunteer who firmly believes in giving back to the community and helping others — from serving on the boards of civic organizations to participating in hands-on service projects. Scott is an avid golfer and loves spending time traveling with his wife Barbi and three daughters, Kacey, Ella and Olivia.

“It’s important to me to carry on the legacy my grandfather began, with a drive to always put the client first. Our greatest reward comes from seeing our clients achieve their dreams in life.”

 

 

Specialties: Providing financial consulting to families, corporate executives, entrepreneurs, private companies and not-for-profits; analyzing clients’ entire financial situations to ascertain their needs, goals and financial objectives; developing individualized financial plans and coaching them through a disciplined approach to maintain their plans.

Certifications: Certified Financial Planner™, Certified Fund Specialist, Chartered Advisor in Philanthropy®

Education: University of Texas at Austin – Bachelor’s degree in Economics

Contact: Email | LinkedIn | PhonevCard

Check Scott’s background on FINRA’s BrokerCheck.