Certified Public Accountant/Personal Financial Specialist (CPA/PFS), Certified in Financial Forensics (CFF), Chartered Financial Consultant (ChFC), Certified Divorce Financial Analyst (CDFA)
Jerry Cohen, facilitates fair and equitable financial settlements for divorcing couples and individuals. He provides the information and knowledge to help clients arrive at prudent financial decisions.
Jerry received his BS degree in accounting from California State University, Northridge in 1973. He earned his CPA license in 1976, a Professional Designation in Personal Financial Planning in 1983, his Chartered Financial Consultant (ChFC) credential in 1999, a Certified Divorce Financial Analyst (CDFA) credential and a Certified Divorce Planner (CDP) credential in 2002, his Certified Divorce Specialist (CDS) credential in 2003, his AICPA Personal Financial Specialist (PFS) credential in 2004, completed his Collaborative Divorce training in 2004, earned a Certified in Financial Forensics credential in 2008 and has completed over 100 hours of divorce mediation and advanced Family and Divorce Conflict Resolution Training.
Jerry currently serves as a Director of the California chapter of the Association of Divorce Financial Planners. He was a charter member and served on the board of the San Fernando Valley chapter of the International Association of Financial Planning. He served on the California Senate Rules Committee Task Force on Financial Planning, as President of the American Association of Personal Financial Planners, as Chairman of the Los Angeles Chapter of the California Society of CPAs Personal Financial Planning Committee, and on the board for the Los Angeles Collaborative Family Law Association. He was a contributing editor for Practical Financial Planning magazine.
He has extensive experience as a workshop presenter and trainer on the topic of financial issues of divorce. He has presented at: The International Academy of Collaborative Professionals National Conference, the Financial Planning Association National Conference, the National Business Institute, numerous presentations at collaborative practice groups in Los Angeles, Pasadena and the Inland Empire, and is a frequent speaker at consumer presentations throughout southern California.
Prior to entering the divorce financial planning profession, Jerry was the managing partner for a local CPA firm, managed his own independent financial planning firm, and held several management positions in national and international financial services companies.
Jerry is a member of the American Institute of CPAs/Personal Financial Planning Division, the Institute for Certified Divorce Planners, the International Academy of Collaborative Professionals, California Society of CPAs/Family Law Section, the Los Angeles Collaborative Family Law Association, Association of Divorce Financial Planners, Divorce Transition Professionals, the Alliance for Divorce Professionals and the Divorce Financial Mediation Group.
He grew up in Chicago, Illinois and has lived in southern California since 1971.
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