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 wealth preservation strategies for influential high-net-worth individuals and owners of closely held businesses.
With more than 30 years of experience, his background encompasses all facets of wealth preservation, including asset allocation, estate planning, business succession, tax-minimization, risk management, and business finance with emphasis on retirement plan optimization.
Perhaps best known for his role as Host of the popular weekly radio program, “Live for Today and Plan for Tomorrow! with Peter Cohen,” which aired across the Northeast for over a decade, Peter continues to be a featured speaker for his creative, and practical approach to the accumulation and protection of individual wealth.
In his practice, Peter utilizes Asset Mark’s Private Wealth Management platform, which offers investment and risk management strategies that are customizable to the individual investor.
Peter maintains a General Securities license and is an investment advisor representative.
Peter B. Cohen offers products and services using the following business names: Peter B. Cohen/PC Planning and Benefits, Inc – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Peter B. Cohen/PC Planning and Benefits, Inc.