BENJAMIN COHEN

As a Certified Exit Planning Advisor (CEPA), Benjamin Cohen is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

Investment and Insurance Products are:

• Not Insured by the FDIC or Any Federal Government Agency

• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested 

Broker Dealer Disclosure:  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 

PM-03112027-8379180.1.1

{custom_meta_description=Benjamin Cohen - CEPA - Wells Fargo Advisors - New York, New York, city=New York, display_country=United States, cohortium_badges=[cepa-5-year-member.png], profile_description=

As a Certified Exit Planning Advisor (CEPA), Benjamin Cohen is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA help you effectively transition your business, but will also advise you on personal and personal financial matters.

Investment and Insurance Products are:

• Not Insured by the FDIC or Any Federal Government Agency

• Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate

• Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested 

Broker Dealer Disclosure:  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. 

PM-03112027-8379180.1.1

, hs_object_source_label=IMPORT, url_slug=benjamin-cohen, lname=Cohen, designations=[CEPA], hs_object_source_id=28461106, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20MARCH%202021/2021-MARCH-MASTERCLASS-CERTIFICATE%20OF%20ATTENDANCE-Benjamin-Cohen.pdf, hs_created_by_user_id=44511833, hs_createdate=1663079394725, cohortium_profile_title=Benjamin Cohen | Financial Advisor at Wells Fargo Advisors | CEPA Connect Member, state=New York, hs_was_imported=true, id=2835683394, designations__text_=CEPA, advisor_type=Financial Advisor, custom_page_title=Exit Planning Institute - Find a CEPA | Benjamin Cohen, email=b.cohen@wellsfargoadvisors.com, cohortium_meta_description=Connect with Benjamin Cohen, a specialized Financial Advisor working with Wells Fargo Advisors based in New York. Credentials include: CEPA., associated_contact_record_id=2032037, website=https://www.wellsfargo.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20MARCH%202021/2698_Cohen_CEPA-Certificate-2021-MAR-MC.pdf, is_editable=editable, url_slug_2=benjamin-cohen, impersonate_user_url=https://exit-planning-institute.org/member-detail/benjamin-cohen?impersonation=true, full_name=Benjamin Cohen, hs_lastmodifieddate=1774756969952, phone=212-338-4289, company_name=Wells Fargo Advisors, name=Benjamin, hs_object_id=2835683394, associated_resources=0, hs_object_source=IMPORT, postal_code=10017, hs_object_source_user_id=44511833, status=Published, hs_updated_by_user_id=68467623}