Building Financial Foundations: Leonard Cohen's Guide for Healthcare Practitioners

This week Stephanie Rodin chats with her guest,  Leonard Cohen. The two chat about the importance of financial protection, the necessity of establishing an emergency fund, and the benefits of early disability and life insurance. 

In this episode, we discuss:

• How Leonard became a financial advisor

• The importance of financial planning starting from the end of medical school or early residency.

• When clients should start planning

• Why Leonard believes financial education is lacking

• The importance of having both partners involved in financial discussions.

Leonard Cohen, MBA, is a Financial Representative with Forest Hills Financial Group (FHFG), dedicated to helping his clients build, accumulate, and preserve wealth as they plan for a secure future. He specializes in disability insurance and retirement planning. Len truly cares about benefiting his clients and takes pride in his ability to develop long lasting relationships based on trust and integrity.  He is always striving to provide the same level of ethical service that he would expect for himself and goes the extra mile to provide his clients with extraordinary service and follow-up on their behalf. 

Len graduated in 1980 from the State University of New York at Stony Brook with a Bachelor of Science degree in Chemistry. In 1986, he achieved his MBA in Marketing Management from Pace University and began a twenty-five-year career in the pharmaceutical industry specializing in oncology as an office representative, hospital representative, research liaison and product manager. While collaborating with medical professionals, Len held numerous resident and fellow oriented financial seminars at area hospitals. It is Len's firsthand experience with a wide range of business situations that enabled him to develop a keen insight into the needs of others, both individually and professionally. He realized how important it is to make a lifelong impact on people's lives, and he now brings his unique abilities to the financial services industry and to FHFG.

Len resides with his wife Jill in Bellmore, NY and they have two daughters, Melissa, and Brittany. They are proud to share that Melissa is a certified pediatric RN at Cohen's Children's Hospital and Brittany works as a PA in the Bellevue stroke unit. 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0H54352.  2024-167874 Exp 1/26.