Joy Cohen
Co-Founder at Financially Empowered | Los Angeles, California, United States
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Joy Cohen, as Co-Founder of Financially Empowered™, is at the forefront of a transformative movement in the financial advisory industry, addressing a critical gap in client engagement and retention. With a keen understanding of the unique challenges faced by female clients, Joy has dedicated her expertise to developing innovative solutions that empower financial advisors to build stronger, more meaningful relationships with women. Her insights are particularly relevant in light of the alarming statistic that 70% of married women fire their financial advisors within a year of losing their partner. This statistic underscores the urgency for advisors to adapt their approaches and ensure they are equipped to meet the needs of this demographic.
At Financially Empowered™, Joy has spearheaded key projects that focus on creating a comprehensive Advisor Playbook, which serves as a roadmap for financial professionals seeking to enhance their client interactions. This playbook provides actionable strategies that enable advisors to engage female clients in a more empathetic and effective manner, ultimately leading to increased referrals and the establishment of multi-generational accounts. By leveraging her extensive background in sales management, wealth management, and investment advisory, Joy has cultivated a program that not only addresses the immediate concerns of financial advisors but also fosters long-term client loyalty.
Joy’s commitment to financial empowerment extends beyond mere statistics; she is passionate about equipping advisors with the tools they need to navigate the complexities of financial services in today’s market. Through her leadership at Financially Empowered™, Joy is not only reshaping the landscape of financial advisory but also ensuring that women feel valued and understood in their financial journeys. As the industry evolves, Joy Cohen stands out as a visionary leader dedicated to creating a more inclusive and responsive financial advisory environment.
Co-Founder at Financially Empowered in January 2021 to Present
Director, Regional Director for Northern Los Angeles at Legg Mason (Acquired by Franklin Templeton) in June 2005 to October 2020
VP, Sales Director (predecessor firm Citigroup Asset Management) at Legg Mason (Acquired by Franklin Templeton) in June 2000 to June 2005
VP, Sales Director, (predecessor firm Smith Barney) at Legg Mason (Acquired by Franklin Templeton) in June 1980 to May 2000
VP, Sales Director (predecessor firm Smith Barney Shearson) at Legg Mason (Acquired by Franklin Templeton) in May 1993 to May 1994
VP, Sales Director (predecessor firm Shearson Lehman Brothers) at Legg Mason (Acquired by Franklin Templeton) in May 1990 to May 1993
AVP, Associate Sales Director (predecessor firm Shearson Lehman Hutton) at Legg Mason (Acquired by Franklin Templeton) in May 1988 to May 1993
Assistant Vice President, (predecessor firm Shearson Lehman American Express) at Legg Mason (Acquired by Franklin Templeton) in June 1984 to June 1988
Sales Associate, (predecessor firm Shearson American Express) at Legg Mason (Acquired by Franklin Templeton) in May 1981 to April 1984
Sales Associate (predecessor firm Shearson Loeb Rhodes) at Legg Mason (Acquired by Franklin Templeton) in June 1980 to May 1981
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Sales Management
Financial Advisory
Financial Services
Capital Markets
Asset Management
Wealth Management
Investment Advisory
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Discover more about Financially EmpoweredWhat is Joy Cohen email address?
Email Joy Cohen at [email protected] and [email protected]. This email is the most updated Joy Cohen email found in 2026.
What is Joy Cohen phone number?
Joy Cohen phone number is +18182599006 and +13106143816.
How to contact Joy Cohen?
To contact Joy Cohen send an email to [email protected] or [email protected]. If you want to call Joy Cohen try calling on +18182599006 and +13106143816. (updated on October 30, 2024)
What is Joy Cohen net worth?
Joy Cohen has an estimated net worth of $750,000 to $999,999
What company does Joy Cohen work for?
Joy Cohen works for Financially Empowered
What is Joy Cohen's role at Financially Empowered?
Joy Cohen is Co-Founder
What industry does Joy Cohen work in?
Joy Cohen works in the Financial Services industry.
Joy Cohen Email Addresses
Joy Cohen Phone Numbers
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