ALLAN COHEN, CPA, CFP®
CHIEF EXECUTIVE OFFICER
Allan Cohen graduated from Jacksonville University with a B.S. in Accounting and went on to work as a Certified Public Accountant, adding an advanced certificate in Federal Gift and Estate Taxation. In 1983, he sold his CPA practice and became a Certified Financial Planner™ in order to pursue his dream of assisting people with their finances.
In 1995, he and Jan formed B&C Financial Advisors to manage client assets in a fee-only environment rather than selling products to clients and collecting commissions. Allan believes investing means buying companies, not stocks, and investing with the strict discipline that B&C Financial Advisors has developed. This allows clients to get a good night’s sleep without worrying about how their money is invested.
Allan holds memberships with the Florida and American Institute of Certified Public Accountants and the Institute of Certified Financial Planners™.