Ed Cogan
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management | Los Angeles Metropolitan Area
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Ed Cogan is a seasoned Wealth Management Advisor and Senior Vice President at Merrill Lynch Wealth Management, where he has been instrumental in guiding clients toward achieving their financial goals since 2004. As a key member of the Cogan Bonelli Group, Ed specializes in a comprehensive range of services tailored to meet the unique needs of individuals, families, and business owners. His expertise encompasses wealth management, retirement planning, and investment strategies, ensuring that clients can navigate the complexities of financial decision-making with confidence.
Under Ed's leadership, the Cogan Bonelli Group has developed a reputation for excellence in providing customized 401(k) and retirement plan strategies for plan sponsors and business owners. The team’s commitment to understanding each family's life priorities allows them to create personalized financial roadmaps that align with their long-term aspirations. With a robust client base of over 300 plan participants, Ed's focus on benefit plan administration and corporate retirement plan management ensures that businesses can offer competitive and effective retirement solutions.
Ed's proficiency in estate planning services, family wealth transfer, and succession planning further enhances the value he brings to his clients. He understands the importance of strategic retirement cash flow management and college education planning, helping families prepare for both present and future financial needs. With a holistic approach to wealth management, Ed Cogan and the Cogan Bonelli Group empower clients to achieve financial success while prioritizing their life goals, making them a trusted partner in their financial journey.
Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management in April 2004 to Present
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Corporate Retirement Plans
Estate Planning Services
Retirement Planning
Wealth Management
Family Wealth Transfer
Family Wealth Planning
Family Wealth Management Strategies
Succession Planning
Benefit Plan Administation
Business Planning
Real Estate
Family Estate Financial Guidance
Retirement Cash Flow
Estate Planning Strategy
Financial
Corporate Benefits
Business Retirement Plans
Business Owner Planning
Behavioral Finance
Asset Management
Corporate Retirement Planning
Brokerage Services
Basketball
Retirement and College Planning
college planning
College Education Planning
Socially Responsible Portfolio Construction
Socially Responsible Investing
Values Based and ESG Investing
Financial Advisor
Investment Portfolio Adviser
Corporate Retirement Plan Management
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What is Ed Cogan email address?
Email Ed Cogan at [email protected]. This email is the most updated Ed Cogan email found in 2026.
How to contact Ed Cogan?
To contact Ed Cogan send an email to [email protected]. (updated on October 30, 2024)
What company does Ed Cogan work for?
Ed Cogan works for Merrill Lynch Wealth Management
What is Ed Cogan's role at Merrill Lynch Wealth Management?
Ed Cogan is Wealth Management Advisor, Senior Vice President
What is Ed Cogan's Phone Number?
Ed Cogan's phone (**) *** *** 168
What industry does Ed Cogan work in?
Ed Cogan works in the Financial Services industry.
Ed Cogan Email Addresses
Ed Cogan Phone Numbers
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