Scott R. Cohen CFP®,CFS,CAP Email & Phone Number

Scott R. Cohen CFP®,CFS,CAP is a Founder and CEO at CD Wealth Management, LLC based in Dallas, Texas, United States, North America. A lot of people measure wealth in dollars and cents, or in homes and cars. I measure it in dreams that become reality. At CD Wealth Management, our clients count on us to deliver wealth planning that transforms their lives. And while every individual client has unique situations, unique goals and unique dreams, there are some universal truths that guide our business. * I believe in the power of being an independent financial advisory fiduciary; our independence lets us always operate in our clients’ best interests. * I believe investors must be disciplined, never getting distracted by headlines or letting emotion govern the portfolio. * I believe transparency should be the norm for all of our dealings with other people — with clients, colleagues, family and friends. I’m an entrepreneur in the world of personal finance, but I also am in the business of helping people grow. I see good conversations as meaningful deposits in the investment of a relationship — and I always welcome them with clients and colleagues alike. +++ Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. CD Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS. www.finra.org and www.sipc.org This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-553-7872.