Neil Cohen, CPA, PFS, RFC®

Senior Partner and Advisor

Neil is a senior advisor at GCD Advisors. He works with his clients to provide financial planning, cash management, and investment management services as he helps them navigate difficult decisions. He also provides investment and tax analysis and constructs client portfolios. Neil brings years of experience helping people transition through traumatic life events (eg. divorce and death of a spouse/partner). For people divorcing this includes helping the attorneys structure the most tax efficient outcome for his clients. Since 2005 Neil has been actively involved in the financial services industry and since 1985, he has been a practicing Certified Public Accountant.

This combination of wealth management and tax expertise allows Neil to offer a uniquely comprehensive range of solutions to his clients, allowing them to gain a better understanding of their total financial picture. He loves helping people solve their financial issues, builds close relationships with clients, and makes it a point to be easy to reach.

A graduate of Indiana University, Neil is a Registered Investment Advisor Representative, Personal Financial Specialist, and Registered Financial Consultant. He holds a Series 65 investment license, is licensed to sell life insurance, and is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society, as well as a Platinum Advisor with AssetMark. His experience includes work providing personalized services in accounting, tax planning, preparation, and IRS representation to many individuals and small businesses.

Neil enjoys traveling, skiing, and many outdoor activities, as well as spending as much time with his adult children as their schedules permit. Neil is moved by organizations that serve to help children and adults become self-sufficient and he takes an active role in supporting Family Promise North Shore, an organization that helps homeless families find housing and regain stability. Watch this video to learn more about Neil's involvement with this organization.

*Neil is not registered with Woodbury Financial Services, Inc.