Nan Cohen is the founder and CEO of Creekside Financial Advisors, LLC, a full-service financial services firm dedicated to delivering customized, lifelong financial plans developed and based on an individual’s business and personal objectives. Nan specializes in retirement income planning, investment planning, and estate planning for physicians, attorneys, business executives and retirees who, like her, have built their careers on service, trust, and expertise.
She also has the privilege of working with individuals with unexpected life ending news whose planning needs are immediate, as well as women in life transitions due to a loss of a spouse or loved one.
Prior to forming Creekside Financial, Nan was a partner at other wealth management firms including the Cleveland Financial Group, an affiliate of Lincoln Financial Advisors. During her 12-year tenure, she was one of the firm’s top planners and she instituted the nation’s first elementary school-level financial education program.
Before working at Cleveland Financial Group, Nan founded and ran CoFam Enterprises, Inc., a regional chain of retail food and gift stores. Nan’s experience also includes six years with Owens-Illinois, Inc. specializing in executive compensation and benefits planning.
On March 1, 2019, Nan formally signed a multi-year succession agreement with Aaron Kamat. Although she has noplans to retire, it is part of her lifelong commitment to her clients that she create a strong team for their future.
Nan is a graduate of the University of Arizona’s School of Business and Public Administration, and received her MBA from Cleveland State University. She earned her Certified Financial Planner™ (CFP) designation in 1999.
Nan received the Crain’s Women of Note award in 2009 and the YWCA Women of Achievement award in 2011. In 2015 Nan was honored by the Cleveland Jewish News as one of 18 Difference Makers in the Cleveland community. In 2018, Nan received the prestigious Ruby Bass Award.
Nan is a member of In Counsel With Women, an invitation only organization of accomplished women executives and leaders within the Cleveland community. She is a director of the Mt. Sinai Health Care Foundation, on the advisory board of Magnolia Clubhouse, an active volunteer and supporter of numerous organizations that provide essential services in our community.
A native of Toledo, Ohio, Nan has lived in the Cleveland area since 1986. She currently lives in Pepper Pike and Sarasota, FL with her Bernedoodle Gidget.