Alex Cohen, CFP®

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 a number of years in New York, Alex moved to Scottsdale.

In June 2020, Alex joined the Bradley Wealth family as Associate Wealth Advisor/Wealth Plan Design Specialist and his since been promoted to Manager, Financial Planning & Operations. 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 is a CERTIFIED FINANCIAL PLANNER™️.

Outside of work, Alex enjoys remaining active, which includes 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 gives back to his community by coaching youth basketball and has been involved in various charitable organizations.

Favorite Quotes

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

Next Up: Jake Hall

Request An
Appointment

In 15 minutes we can get to know you – your situation, goals, and needs – then connect you with an advisor committed to helping you pursue True Wealth.