Alex Cohen

Manager, Financial Planning & Operations

The second of four children, Alex was raised in New Jersey playing just about every sport until the sixth grade, when basketball became his passion. Having been introduced to the game by his grandfather, who had played Division 1 at the University of Houston, Alex ate, breathed, and slept basketball, eventually playing in high school and then on the collegiate level at Division III Arcadia University in Philadelphia, Pennsylvania. 

Alex credits the invaluable life lessons he learned from the game with making him the professional he is today: someone who uses discipline, honesty, and hard work to thrive in a team environment as both a leader and follower. 

In 2016, Alex began his career in the financial services industry in New York City, and quickly discovered his second passion: helping improve and positively impact his clients’ lives. After four years in New York, Alex moved to Scottsdale where his girlfriend, Sam, is studying medicine at the Southwest College of Naturopathic Medicine. 

In June 2020, Alex joined the Bradley Wealth family as Associate Wealth Advisor/Wealth Plan Design Specialist. He spearheads the firm’s financial planning efforts and is the go-to for all things financial planning, especially when it comes to the firm’s financial technology software and capabilities. He’s also a licensed Wealth Advisor and enjoys engaging with our clients. 

Alex graduated from Arcadia University in 2016 with a BA in Business Administration/Finance and he is currently pursuing his Certified Financial Planner (CFP®) designation.

Outside of work, Alex and Sam love to spoil their dog, Milo, and are always active, going to the gym, running, playing basketball, or hiking. His downtime is spent with family and friends, watching the game, and enjoying good food. Alex plans to give back to his community by coaching youth basketball. 

Favorite Quotes

“Everybody hears, but few listen.” - Bob Knight

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