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Mike Cohen , AIF®

Principal

Client Advisory

Biography

Mike is a Principal in the firm’s Retirement Plan Advisory Group on Philip Steele’s team. He has over 18 years experience assisting retirement plan sponsors, working with retirement industry centers of influence, recordkeepers and custodial partners.

Prior to joining Cerity Partners Mike worked with a number of recordkeepers and retirement plan advisors in National Account Management roles with The Standard and Raymond James. Mike spent almost 13 years with Charles Schwab as a Relationship Manager.

Mike lives in Broomfield, Colorado with his wife and two sons. He enjoys golf, running, cooking and time with friends and family.

Education

  • BA, Political Science, University of Colorado

Highlights

  • AIF
  • Series 7
  • Series 63

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