Meet Your Advisor

Paul F. Kohn, MBA

Paul Kohn earned a BA in Economics from the University of Rochester and a MBA in Finance from Pace University, graduating first in his class.

Paul is an investment advisor representative and works with his clients as a financial planner and investment manager.

Previous to his current role in Financial Planning, Paul worked in corporate finance for more than 30 years, including as CFO of a worldwide publishing business. He has worked in many different industries; publishing, medical equipment, insurance, real estate investment, and manufacturing. Paul began offering formal financial planning services to the public in May 2010.

Paul lives in Allendale, NJ with his wife after proudly helping his daughter off to Cornell. He has been active in the community, serving as soccer coach, an elected member of the regional board of education, and as a volunteer financial consultant with a non-profit organization. In the past, for over ten years, he has been a member of the Allendale Holiday Observers, a group which organizes popular seasonal family-oriented activities for the entire town.

Complimentary Review