Why Hire Jerry Cohen

Jerry's practice is devoted 100% to providing services related to divorce and estate/trust related issues. He has the expertise, experience, specialized training and credentials to guide you through the financial process and provide expert advice. Services are provided strictly for a fee– there are no investment, insurance or any other products that are offered on a commission basis.

Jerry Cohen

Jerry Cohen

CPA, CFF, ChFC, CDFA

Jerry Cohen works exclusively with divorcing individuals and couples to help them reach fair and workable financial settlement, without going to court through a process where he integrates his knowledge and experience in accounting, tax, financial planning, mediation, and collaborative divorce.

He has been licensed as a CPA for over 38 years, is certified in Financial Forensics, a chartered Financial Consultant, a Certified Divorce Financial Analyst, has completed Advanced Mediation and Collaborative Divorce Training, Advanced Family and Divorce Conflict Resolution Training and has served on the faculty for the Los Angeles Collaborative Family Law Association’s Collaborative Family Law Interdisciplinary Training.

Jerry began his career as a divorce financial advisor a few years after his own experience of divorce. It was apparent to him that the traditional divorce process was inefficient, costly and did not address what he considered to be essential financial issues, such as income tax consequences, the long term effect of alternative settlement options, and a more need-based approach.

Jerry co-authored Taking Control of Your Financial Future – Before, During and After Divorce and has written over 50 articles on a variety of divorce related financial and tax topics. He has made numerous presentations for local, state and national professional organizations as well as facilitating a monthly workshop for the public on How to Avoid Critical Financial Mistakes, Before During and After Divorce.  He appeared as a regular weekly guest on a live call-in divorce talk radio show broadcast on KVTA AM 1590 News Talk Radio.

He was a charter member and served on the board of the San Fernando Valley chapter of the International Association of Financial Planning, he served on the California Senate Rules Committee Task Force on Financial Planning, was Past President of the American Association of Personal Financial Planners, Past Chairman of the Los Angeles Chapter of the California Society of CPAs Personal Financial Planning Committee, served on the Board for the Los Angeles Collaborative Family Law Association, the Board of the California Divorce Planners Network, currently serves as a delegate on the California statewide Collaborative Practice Organization, serves as a volunteer settlement officer for the Family Law Division of the Los Angeles Superior Court, was the 2011 chair for the Association of Divorce Financial Planners national conference and is currently a Director of the California Chapter and serves on the National Board of the Association of Divorce Financial Planners.

Jerry is a member of the American Institute of CPAs, the international Academy of Collaborative Professionals, the Los Angeles Collaborative Family Law Association, the San Fernando Valley Collaborative Law Professionals and the Coalition for Collaborative Divorce, the Association of Divorce Financial planners, the Institute for Divorce Financial Analysts, and a founding member of the Divorce Financial Mediation Group.

He has extensive experience as a workshop presenter and trainer on the topic of financial issues of divorce. He has presented at: The International Academy of Collaborative Professionals National Conference, the Financial Planning Association National Conference, the National Business Institute, numerous presentations at collaborative practice groups in Los Angeles, Pasadena and the Inland Empire, and is a frequent speaker at consumer presentations throughout southern California.

Prior to entering the divorce financial planning profession, Jerry was the managing partner for a local CPA firm, managed his own independent financial planning firm, and held several management positions in national and international financial services companies.

Education and Certifications:

Jerry received his BS degree in Accounting
CPA license by the California Board of accountancy for over 38 years
Professional Designation in Personal Financial Planning
Chartered Financial Consultant (ChFC) credential in 1999
Certified Divorce Financial Analyst (CDFA) Credential from the Insitute of Divorce Financial Analysts in 2002
Certified Divorce Planner (CDP) credential in 2002
Certified Divorce Specialist (CDS) credential in 2003
AICPA Personal Financial Specialist (PFS) credential in 2004
Completed his Collaborative Divorce training in 2004
Earned a Certified in Financial Forensics credential in 2008
Has completed over 100 hours of divorce mediation and advanced Family and Divorce Conflict Resolution Training.

Share This