Mike Cohen began his career in financial planning in 1983 with Cigna Financial Advisors as a Financial Planner. Over the years, with CFA/Sagemark Consulting and following the 1998 acquisition by Osaic Wealth, Inc. (formerly Lincoln Financial Advisors). Mike has earned recognition for his exceptional client service and attention to detail. Named a Five Star Wealth Manager* by FSP for ten consecutive years. Mike is also a distinguished member of Osaic Wealth's Premier Partners® Program** and a lifetime member of The Resource Group, an internal invitation-only nationwide network of the top planners within Osaic Wealth.
With over 40 years of experience, Mike specializes in complex estate, business continuity, and financial independence issues for high net-worth clients. His practice has grown predominantly through referrals from estate and tax professionals and clients along Colorado's front range. His expertise spans capital-intensive industries, including farming, service sectors, and manufacturing.
Mike holds a Bachelor's Degree in Economics from Colorado College and earned the Chartered Retirement Planning Counselor® (CRPC®) designation from the College for Financial Planning in 2010.
A true Coloradoan, Mike enjoys skiing, fly fishing, cycling, and hiking. He has a mountain home near Winter Park, Colorado, and has served on the Winter Park Ski Patrol for over 45 years. In 2014, Mike was awarded a National Appointment by the National Ski Patrol and has been active in the National Ski Patrol for over 50 years.
*Mike was named Five Star Wealth Manager by FSP on 10/01/2024 for the time period of 12/12/2023 to 07/09/2024. Michael paid $500 for marketing materials to promote this recognition. The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Mike was independently nominated for the award. Neither the advisor nor his parent firm pay a fee to FSP for the nomination or receipt of the award. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award was independently granted and membership in an organization was not required Working with a Five Star Wealth Manager is no guarantee of investment success. For more information, please visit https://fivestarprofessional.com/ref/research/WM_ResearchMethodology.pdf
**The Premier Partners® Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.
CRN-7161042-100724