Tell me more about Ed Cogan, CPWA®, CRPS®, C(k)P®?
Ed Cogan, CPWA(r), CRPS(r), C(k)P(r) is a highly experienced financial advisor with 19.6 years of work experience. He is currently a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management in Los Angeles, California. Ed specializes in wealth management, retirement planning, estate planning services, and corporate retirement plans. He is a Certified Private Wealth Advisor designation and has a strong background in economics. Ed is actively involved in the local community and has been working at Merrill Lynch since 2004.
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I joined Merrill Lynch Wealth Management in 2004. I am a Senior Vice President and Wealth Management Advisor with the Cogan Bonelli Group within Merrill Lynch Wealth Management. I help individuals, families and business owners with wealth management, investing, retirement and benefits plans, cash management, and business financing. Our team services over 300 corporate retirement plans in California. The team focuses on 401(k), 403b, SEP, profit sharing, defined benefit, individual 401(k), 529 corporate college saving plans, and IRA's. I graduated from UCLA and hold a BA in Economics. I hold a Certified Private Wealth Advisor® designation, CPWA®, a Certified 401k Professional designation, C(k)P®, and a Chartered Retirement Plans Specialist℠ designation, CRPS®. My wife and I have two children and are very active in the local community. *The College for Financial Planning Institutes Corp. Owns the service marks Chartered Retirement Plans Specialist℠, CRPS®, and the CRPS® logo, and the certification marks Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo. *Financing Services are through Bank of America, N.A.
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Corporate Retirement Plans
Corporate Retirement Plan Management
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Asset Management
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Benefit Plan Administation
Succession Planning
Family Wealth Management Strategies
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Values Based And Esg Investing
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Family Estate Financial Guidance
Real Estate
Retirement Cash Flow
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Business Retirement Plans
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Investment Portfolio Adviser
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Christine Thibault
Small Business Owner
Robert Alton
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We found 2 Ed Cogan, CPWA®, CRPS®, C(k)P®'s email addresses
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Ed Cogan, CPWA®, CRPS®, C(k)P® works for Merrill Lynch
Ed Cogan, CPWA®, CRPS®, C(k)P®'s role in Merrill Lynch is Wealth Management Advisor | First Vice President
Ed Cogan, CPWA®, CRPS®, C(k)P® works in the industry of Financial Services
Ed Cogan, CPWA®, CRPS®, C(k)P®'s colleagues are Alok Tandon,Nick DiGiaimo,Kirk Fleming Jr
Ed Cogan, CPWA®, CRPS®, C(k)P®'s latest job experience is Wealth Management Advisor | First Vice President at Merrill Lynch
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