Vivian S. Cohn, CFP®
Vivian has been involved in the financial world for more than 25 years. After graduating from Brandeis University with a BA in history, she completed the MBA program at Columbia University with a major in finance. She began her professional career in the Comptroller's Office of The Bank of New York. Her responsibilities included mergers and acquisitions, preparation of SEC and shareholder reports, and earnings forecasting. She then spent several years in the private sector, in the position of controller for an import/export firm.
Investments have always been a passion for Vivian, starting with a purchase of one share of Xerox common stock at age eight! She is skilled in the development, execution, and maintenance of personal investment portfolios. Vivian provides her clients with the full range of financial planning, including college planning, retirement planning, insurance, and prudent and objective investment management.
She began to work in the financial planning field in 1997 and is currently a principal with The Highbridge Financial Group as well as an Investment Adviser Representative of Commonwealth Financial Network®. She is a fully registered broker and has earned her CERTIFIED FINANCIAL PLANNER™ certification.