Interesting Fact
I played college basketball at Arcadia University, but the game really started for me much earlier—on a driveway court in New Jersey, where my grandfather first taught me how to shoot. He played at the University of Houston and played against a handful of former NBA legends.
Alex Cohen is a Partner and the Director of Financial Planning at Bradley Wealth, where he leads the firm’s planning department and works closely with clients to design thoughtful, comprehensive strategies for building, preserving, and enjoying their wealth. A CERTIFIED FINANCIAL PLANNER™ with nearly a decade of industry experience, Alex brings a unique blend of analytical expertise, calm leadership, and genuine care to every client relationship.
Raised in New Jersey as the second of four children, Alex found his first love early in life: basketball. Introduced to the game by his grandfather—a Division I athlete at the University of Houston—Alex poured his heart into the sport, eventually playing at the collegiate level for Arcadia University in Pennsylvania. The discipline, teamwork, and humility learned on the court continue to shape the way he shows up for his clients and colleagues today.
Alex began his financial services career in 2016 in New York City, where he quickly discovered a deep passion for helping others live more meaningful lives through smart financial decision-making. He joined Bradley Wealth in 2020, drawn to the firm’s purpose-driven culture and high-touch service model. Since then, he’s become an integral part of the Leadership Team, helping guide the strategic direction of the firm while continuing to serve as the planning thought leader behind many of the firm’s most complex client cases.
Alex is especially known for his mastery of financial technology and his ability to translate complex strategies into simple, actionable steps that bring clients confidence and peace of mind. Whether collaborating with high-net-worth families, young professionals, or business owners, he always starts by listening—because he believes the best plans begin with understanding, not assumptions.
Outside the office, Alex lives in Scottsdale and enjoys staying active—whether it’s lifting weights, hiking desert trails, or attending a hot yoga class. At home, he’s spoiling Junie, his friendly golden retriever and loyal companion. Giving back is also a priority for Alex, and he’s coached youth basketball and contributed to charitable efforts focused on mentorship and community support.
For Alex, True Wealth is about living fully aligned with your values—and helping others do the same.
Free Time
When he’s not at work, you’ll find Alex staying active—at the gym, on the golf course, hiking, or playing pickup basketball. He also loves spending time with his girlfriend and their golden retriever, Junie, discovering new coffee shops and restaurants.
Education
2016 – Arcadia University
Accreditation
Certified Financial Planner (CFP®)
Interesting Fact
Introduced to basketball by his grandfather, who played Division 1 at the University of Houston
True Wealth" moment
One of the most meaningful True Wealth moments I’ve experienced recently was celebrating my sister’s wedding in Cabo.
It was an unforgettable weekend—surrounded by family, ocean views, and the joy of seeing two people I care deeply about start their life together. My sister and her new husband are both clients of mine, and it felt incredibly special to witness not just their love, but the trust they’ve placed in me professionally. Watching them take this next step—supported, secure, and full of joy—was a moment I’ll never forget. That’s what True Wealth means to me: being present for the moments that matter most.