Alex Cohen Email
Co-Founder and Wealth Advisor @ 3Roots Wealth Partners
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Alex Cohen Location
- Scottsdale, AZ, US
Alex Cohen Work
- 2025 -now Co-Founder and Wealth Advisor @
- 2024 -2025 Partner | Director of Financial Planning and Wealth Advisor @
- 2021 -2024 Manager, Financial Planning | Wealth Advisor @
- 2020 -2021 Associate Wealth Advisor - Wealth Plan Design Specialist @
- 2019 -2020 Internal Regional Consultant @
- 2016 -2019 Associate @
Alex Cohen Education
- Arcadia University
Bachelor of Arts - Business Administration (Finance Concentration)
2012-2016 - NYU School of Professional Studies
Certificate in Financial Planning Program
Alex Cohen Skills
- Equities
- Investments
- Finance
- Leadership
- Microsoft Office
- Microsoft Word
- PowerPoint
- Social Media
- Microsoft Excel
- Public Speaking
Alex Cohen Summary
- Alex Cohen, based in Scottsdale, AZ, US, is currently a Co-Founder and Wealth Advisor at 3Roots Wealth Partners. Alex Cohen brings experience from previous roles at Bradley Wealth and PGIM. Alex Cohen holds a 2012 - 2016 Bachelor of Arts - Business Administration in Finance Concentration @ Arcadia University. With a robust skill set that includes Equities, Investments, Finance, Leadership, Microsoft Office and more. Alex Cohen has 2 emails on RocketReach.
Looking for a different Alex Cohen?
Find contact details for 700 million professionals.
Others Named Alex Cohen
Top 3Roots Wealth Partners Employees
Jake Hall
Co-Founder
Scottsdale, AZ, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co