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Our Team

Peter B. Cohen, MBA

President & CEO

860-651-1569

860-658-4212

[email protected]

Peter B. Cohen is President and CEO of P.C. Planning & Benefits, Inc. and focuses on Business Planning and Wealth Preservation Strategies. With years of experience in Defined Benefit and 401k Plans, he develops asset protection and...

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Jonathan R. David, MBA

Vice President

860-651-1569

860-658-4212

[email protected]

Jonathan R. David is the Vice President of P.C. Planning & Benefits, Inc. With access to a broad array of resources, including multiple insurance companies, Jonathan is uniquely positioned to provide solutions for the long haul. In...

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Omar Francis, MBA

Senior Financial Advisor

(860) 664-9028

860-669-1719

[email protected]

Omar Francis is an Financial Advisor with P.C. Planning & Benefits, Inc. dba Shore Financial Group, LLC, which is located on the shoreline of Connecticut east of New Haven. Shore Financial is a wealth management and retirement...

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