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Jay Cohen

Jay Cohen

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  • 4.4 / 5
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Jay is the founding partner of Monterey Wealth. His philosophy is based on three key values: provide well-thought out advice, involve the right resources at the right time for each client, and always deliver “raving fan” service.

Jay has a diverse background that includes corporate finance, taxation, accounting, investment analysis, and executive benefits consulting. He has an accounting degree from The University of Alabama and a Masters degree in taxation from The University of Texas, obtained his CPA license in Georgia (no longer active), and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2007. He gained his business experience working at Ernst & Young, Genuine Parts Company (owner of Napa Auto Parts) and other entrepreneurial organizations.

Jay is married, has two sons, lives in Sandy Springs, & enjoys cooking, golf, and community involvement. He is involved in a number of organizations including North Springs High School Baseball Booster Club, Temple Sinai Endowment Committee, and Epstein School Foundation Investment Committee