David Cohen

Helping Individuals, Professionals and Small Business Owners Make Better Financial Decisions

As an AXA Advisors financial professional, I am dedicated to fulfilling my clients' life goals through Financial Planning. To do it right takes commitment and planning and the services of a capable financial professional like me. As an active member of the Washington, DC community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills for my career, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the exams for the:

  • FINRA Securities Registration: Series 7 and Series 66
  • Annuity and Life and Health Licenses

My academic achievements include a Bachelor of Arts degree in Sociology and Computer Science from Brooklyn College, CUNY

My education, experience, and professional affiliations have fostered my practical approach to offering financial products and planning services to my clients. Rather than just recommending a combination of unrelated products, first I'll consider your specific financial goals and investment objectives. Working together, we'll formulate a strategy to help you address your goals. Then, if it is suitable, I --- as a registered representative of AXA Advisors, LLC, and an agent of AXA Network, and its subsidiaries --- can recommend the appropriate products and services to help you execute your strategy.

Maintaining a strong sense of community and a solid professional foundation are very important to me. My community activities and professional affiliations include:

  • Member of the National Association of Insurance and Financial Advisors
  • Former President of Southeast Hebrew Congregation
  • Member of the Board of Directors for the Yeshiva of Greater Washington
  • Member of the Washington DC Board of Trade
  • Member of the Bethesda Chevy Chase Chamber of Commerce
  • Member of the Grass Roots Organization for the Well-being of Seniors (GROWS)

My wife Laurie and I live in Silver Spring, Maryland, with our two children.

Thank you for visiting my Web site! Stay a while and browse its many features!

Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

More Calculators →

Newsletters

For Income, Pick Up This Split

A split-annuity strategy can help you begin receiving an income stream that has the potential to last well into the future.

Stay Off the Phishing Hook

In the run-up to this year’s April 15 tax deadline, taxpayers forwarded more than 33,000 phishing scam e-mails to the IRS, causing the agency to put phishing at the top of its annual list of scams of concern to taxpayers.

HOT TOPIC: A Bear Market History Lesson

If it feels like the sky is falling, it wouldn’t be the first time. But is the downturn that began in October 2007 all that different from bear markets of the past? Here’s a look back at the nine other bear markets that have occurred since 1950.

Charity That Pays

By organizing your giving, you can make it more effective, allowing your largess to benefit not only the intended charity, but potentially yourself and your heirs. Two popular ways to structure your giving are charitable lead trusts and charitable remainder trusts.

More Newsletters →