Broker Check
Zachary Cohen

Zachary Cohen

Financial Advisor and Fiduciary

A native Floridian, Zach grew up in Palm Beach Gardens and earned his Bachelor’s degree in Hospitality Management from Florida International University. From the beginning, Zach new his professional career would involve public relations and service. Now, as a Financial Advisor, his profession allows him to combine his talent for interpersonal relations with his business acumen. “It’s all about service and the relationship we develop with our clients.”

Beginning his career In 2011 as the Brokerage Director for the Guardian Life Insurance Company in Jacksonville, Zach specialized in disability income protection and estate preservation. Collaborating with Financial Advisors and Agents, throughout Northeast Florida, Zach diligently researched the best opportunities and strategies for asset protection. A charismatic speaker, Zach frequently educates medical residencies at UF Health, St. Vincent’s and other medical facilities on the importance of asset protection and understanding the options and solutions available to them. “It’s really important to have adequate protection in place for the expected…and unexpected events in life!”

2016 became a pivotal year for Zach when he joined St. Johns Asset Management as a Financial Advisor. Concentrating on the responsibility of finding the uniqueness in each family and each individual client he works with, Zach provides solutions by providing skilled and unbiased solutions that match each client’s needs. Zach holds financial advisory licenses: series 6, series 65 security licenses and 2-15 life, accident and health insurance license and is currently completing the graduate Certified Financial Planning program through the University of Florida. “This is a process that requires trust, getting to know my clients and finding the best financial strategies that offer protection and growth while meeting the unique parameters of each situation.”

Zach’s strengths and focus are in the areas of asset protection, business planning strategies and wealth management. However, when he’s not helping his clients securely plan for their futures, he’s passionate about music, golf, his Australian Shepherd, Reggie and his beautiful wife Cara and family. “It’s all about finding that perfect balance!”