Lawrence Cohen, RICP
Cornerstone Wealth Advisory, LLC
With integrity and commitment to the families and businesses with whom he works, Larry’s comprehensive planning approach has a strong emphasis on savings, protection and growth. He focuses on insulating clients from major financial threats such as changing tax rates, market volatility, lawsuits, premature death, and disability. He finds it exceptionally rewarding to see the results of the work they do together and the strategies that they have put in place. “The satisfaction of helping people and bringing confidence is invaluable. It’s really rewarding to alleviate the fear my clients had when they thought about their future.” He reviews all aspects of his clients’ financial world to ensure they have a generous amount of savings in liquid assets; have undergone a tax/debt analysis; are tracking their personal and family expenses; and are taking the proper steps to plan for retirement, college expenses, a vacation home, or any other important milestones.
Prior to joining Cornerstone, Larry was the founder and CEO of a successful chain of retail stores throughout the New England area. After 23 years of building his business from the ground up with tremendous heart and passion, Larry sold the retail chain. He found it was an opportune time to transition to a role where he could utilize his business, financial, and personal experiences to improve the lives of others. Larry genuinely enjoys spending time with others and making a profound difference in their lives.
Larry graduated with a degree in Business and Finance from the Questrom School of Business at Boston University in 1988. He is happily married to his wife Tina for 23 years with their three children Elani, Ethan and Scott.