Working toward your goals It starts with a strategic plan
Jason Cohen
Senior Vice President - Wealth Management
Senior Portfolio Manager
661-663-3243
9201 Camino Media
Suite 230
Bakersfield, CA 93311
Our relationship forms the basis of all of our work together. I don't make decisions for you–I make them with you. I listen closely when you share your priorities and concerns. Our discussions help me provide guidance so that you can gain control, weigh your next steps and create the right course of action.
It all comes down to delivering advice that is relevant to your life and your financial success.
My perspectives
Insights