Ed Cogan, CPWA®, CRPS®, C(k)P®
Wealth Management Advisor | First Vice President@ Merrill Lynch
Los Angeles, California, United States
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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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@ml.com
@ml.com
+1 212236****
+1 866706****
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About

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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Work Experience

2 World Financial Center, New York, NY, 10281, US

Financial Services

36041
Phone
+1 2077532602

Ed Cogan, CPWA®, CRPS®, C(k)P®'s Professional Milestones

  • Wealth Management Advisor | First Vice President (2004-04-01~): Provided strategic investment advice, guiding clients towards sustainable growth and sustainable growth.
  • Wealth Management Advisor | Senior Vice President (2004-04-01~): Successfully estimated and increased investment revenue by 20% within the first year of a merger, establishing strategic partnerships and expanding the company's global