
Howard Cohenemail
Vista Wealth Solutions
Radnor, PA 19087
Professional Story
Howard Cohen is a Financial Planner with Vista Wealth Solutions. He works with individuals and small businesses, providing guidance on risk management, financial planning considerations, and decision‑making related to their financial priorities. Howard believes that effective planning begins with the implementation of a well‑thought‑out strategy.
Since joining Vista Wealth Solutions in 2007, Howard has expanded his personal practice. He uses his experience as a Chartered Financial Consultant® (ChFC®) and Financial Planner to work with individuals, families, nonprofits, and businesses on matters related to long‑term financial planning.
Howard works closely with clients to address their goals and concerns, and to adjust planning strategies as clients’ needs and circumstances change over time. He holds Life and Health insurance licenses, as well as FINRA Series 7 and Series 66 registrations. He earned the Chartered Financial Consultant® (ChFC®) designation in 2013 and is currently pursuing additional professional designations.
Howard is a graduate of the University of Miami’s School of Business, where he earned a Bachelor of Business Administration in Finance and Computer Science. Prior to entering the financial services industry, he was a small business owner for more than 12 years. In 2007, Howard joined Vista Wealth Solutions with an interest in helping people improve their financial understanding and plan for the future.
Howard lives in Margate City, New Jersey with his wife, Beth, and enjoys spending time with their two grown daughters, son‑in‑law, and grandchildren.
Languages: English
Credentials: ChFC®
Specialties:Insurance Strategies, Investment Strategies, Business Owners
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