Jodie A. Cohen, CFP®, CRPS®

Managing Partner

Managing Partner

Jodie started in the investment brokerage industry in 1980 as an intern for two financial advisors to support her way through college.  She is a graduate of University of California at Los Angeles with degrees in Psychology and the Study of Religion. At UCLA she won a one-year scholarship to study the Japanese Tea Ceremony at the Urasenke Foundation in Kyoto, Japan.  The Japanese Tea Ceremony is still a big part of her life today.     

When Jodie returned from Japan, she worked in Operations at an investment brokerage firm and then as an administrative assistant for two financial advisors.  In 1985 she obtained her Series 7 license, which is currently held through LPL Financial.  In 1987 she started her career as a financial advisor.  Since that time, she has provided customized advice and investment strategies to affluent individuals, multi-generational families, small business owners, and clients in Los Angeles and Las Vegas.  She has a passion for working with corporate executives and individuals planning for retirement.  Jodie effectively communicates advanced concepts to her clients. She works diligently to help simplify and demystify the investment and planning process by understanding her clients' goals and values.  Her background plays an important part in educating clients and teaching them about their finances in a way that makes sense to them.  Most importantly, she enjoys creating long-term and meaningful relationships with her clients to help them simplify their lives, so they may pursue their passions and enjoy the wealth they have created.

Jodie lives in Las Vegas, Nevada, with her husband John. Their son Morgan lives next door. She spends her Saturdays teaching the Japanese Tea Ceremony. She is a member of the Los Angeles, Orange County, and San Francisco Chapters of the Urasenke Foundation. She is a Certified Tea Specialist®. In addition, Jodie has served on boards for Executive Women International, Japan America Society of Nevada, and The Specialty Tea Institute.

In her spare time, Jodie enjoys everything related to the Japanese Tea Ceremony, cooking, reading, and watching movies.