No Photo Available

Last Update

2016-05-09T00:00:00.000Z

This profile was last updated on .

Is this you? Claim your profile.

Wrong Leonard Cohen?

Mr. Leonard Cohen BS MBA

Certified Financial Planner and Investment Adviser

CF Services Group Inc

Direct Phone: (301) ***-****       

Email: l***@***.com

Get ZoomInfo Grow

+ Get 10 Free Contacts a Month

Please agree to the terms and conditions

I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Grow at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

CF Services Group Inc

9083 Shady Grove Court

Gaithersburg, Maryland 20877

United States

Company Description

We are a small company that helps individuals, families, and small businesses solve their long term financial problems. We are adept at helping our clients protect and grow their assets and eventually transfer assets to the next generation. We provide inn ... more

Find other employees at this company (4)

Background Information

Employment History

First Vice President

PPNY

Affiliations

Registered Representative and Financial Advisor
Forest Hills Financial Group Inc

Financial Advisor
Park Avenue Securities LLC

Financial Advisor
Guardian agencies

Board Member
LeTip International Inc

Member
other business and industry association

Member
High Technology Council of Maryland Association

Member
National Association of Insurance and Financial Advisors Association

Member
Society of Financial Service Professionals Association

Member
Rockville Chamber of Commerce Association

Board Member
SINGAPORE ECONOMIC DEV BOARD

Member
Massapequa Chamber of Commerce

Member
Property Professionals of NY

Education

Bachelor of Science degree

Chemistry

State University of New York at Stony Brook

MBA

degrees

State University of New York at Stony Brook , University of Illinois

degrees

University of Hawaii

masters degrees

University of Hawaii

masters degrees

University of Illinois

Web References (42 Total References)


Heritage Capital | In the Media

www.investfortomorrow.com [cached]

"I don't expect to get 15% every year, but if I can keep my clients even with the indexes and lose less in the down years, I think I'm doing my job," said Len Cohen, owner of CF Services Group, which specializes in activist and socially responsible investing.

His passion for doing good is evident in his personal dedication to the Calvert Global Energy Solutions Fund (CGAEX), which lost more than 58% in 2008 and has yet to fully recover.
"I've lost a bunch of money in that fund, and so has my daughter," Mr. Cohen said of the $88 million fund that is down 10.5% over the past 12 months. "I bought it as a hopeful investment, and I still hold it."
Like a lot of believers in alternative energy, Mr. Cohen is banking on a tax on carbon emissions, which President Barack Obama has long supported but has not been able to make a reality.
...
"Coal is no longer a viable option," Mr. Cohen said.


Associates : Financial Services in MD, DC and VA provided by C.F. SERVICES GROUP, INC.

www.cfservicesgroup.com [cached]

Len Cohen

Certified Financial Planner


Len Cohen ...

www.cfservicesgroup.com [cached]

Len Cohen


Gaithersburg, Maryland, 20878, Local Insurance Agents Directory

www.ensurance.com [cached]

Len Cohen founded CF Services Group, Inc. in 1981 with one prevailing philosophy - everything we do is centered around you!


Financial Services in MD, DC and VA provided by C.F. SERVICES GROUP, INC.

www.cfservicesgroup.com [cached]

About Len Cohen

...
Len Cohen founded CF Services Group, Inc. in 1981 with one prevailing philosophy - everything we do is centered around you! Financial planning is not just about the numbers, it's about what matters most to you. It's about helping you plan for the future. We employ the same philosophy in all of the services we provide.
Since 1981, CF Services Group, Inc. has provided exceptional financial services to families and small businesses in the Washington, DC metropolitan area. Len is a CERTIFIED FINANCIAL PLANNERâ„¢ Practitioner, Chartered Life Underwriter designee (CLU) and Accredited Estate Planner with over 25 years experience.
...
About Len Cohen

Similar Profiles

Other People with this Name

Other people with the name Cohen

Greg Cohen
Quest Auckland Apartment Hotel

Muki Cohen
ICL Group

Renise Cohen
Deloitte LLP

Shaun Cohen
EquityBuild Inc

Cyrille Cohen
Sotheby's

City Directory Icon

Browse ZoomInfo's Business Contact Directory by City

People Directory Icon

Browse ZoomInfo's
Business People Directory

Company Directory Icon

Browse ZoomInfo's
Advanced Company Directory