Gold Coast Advisors
 
 
 

Led by our Founder, Steven Cohen, CFP, CPA/PFS, Gold Coast Advisors utilizes a unique, institutionally-oriented approach to develop comprehensive wealth management solutions for our clients needs.

Mr. Cohen has 20 years of experience servicing clients and building wealth management businesses.  As President and Co-founder of eFrontiers, Mr. Cohen built a pioneering, globally recognized online wealth management platform for institutional and high net worth investors.

Prior to eFrontiers, Mr. Cohen was a senior executive with Morgan Stanley Institutional, responsible for global products and marketing.  He has also been a member of the management team at Prudential Investments and Lehman Brothers. 

Mr. Cohen received his Certified Financial Planner designation in 1993 and his Certified Public Accountant designation in 1989.  He holds a BS from the University of Buffalo and an MBA in Finance from New York University.

2005 Gold Coast Advisors, LLC.

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