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your financial professional

Stephen M. Cohen

JD*, CFP®

Executive Vice President

Head of Risk Management, Financial Advisor

35+

Years of Experience

This number represents experience as a financial professional within the financial services industry.

Get to know

Stephen graduated from Pace Law School in 1985. He practiced law in the areas of Commercial Litigation and Business Planning.

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He entered the Financial Services industry in 1988 and became a CERTIFIED FINANCIAL PLANNER™ practitioner in 1991. He was a founding partner of Hudson Wealth Advisors, an office of MetLife, whose focus was to help clients accumulate and preserve their wealth. In 2016, the MetLife Premier Client Group (MPCG) was acquired by MassMutual, and Hudson Wealth Advisors was merged into Fortis Lux Financial.

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Stephen specializes in working with small businesses assisting them with their employee health and group benefits, as well as, retirement planning and financial planning. His extensive experience in this field has resulted in an expertise with closely held companies and the planning associated with their owners and officers.

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Stephen is a member and participates in a leadership role in NAIFA (National Association for Financial Advisors).

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Stephen resides in Katonah, NY with his wife, Carrie and his three children, Brandon, Aaron and Leah.

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* Licensed but not practicing.

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Let’s connect to discuss your priorities.

Contact Steve

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