Nan Cohen is the founder of Creekside Financial Advisors.
Creekside Financial Advisors, LLC foundation began in early 1994, when Nan began a financial planning practice designed to treat each client as the only client, with respect and adherence to the fiduciary standard. From the onset, Nan was acutely aware that continuity of advice for the clients was critical and maintained a succession plan from her very first client.
Today, that plan has created an exciting and impactful transition for the firm's clients and prospective planners wishing to work in an environment that consistently asks: “if what we did was good; how do we make it great?”
Nan remains a consultant and mentor of the firm.