PSIA was founded with one goal in mind: taking care of our clients. During the financial crisis of 2008, Jonathon Cohen knew there had to be a better way. So in early 2009, he left one of Wall Street's most prestigious firms and started Pacific Shores Investment Advisors.
Leadership: Jonathon Cohen, CFP™: Jonathon began his career in financial services after graduating with a degree in Business Economics from the University of California at Santa Barbara. With a diverse career background in accounting, tax, insurance and investment management, Jonathon understands the complex needs of clients.
After meeting rigorous educational, experience, and exam requirements, Jonathon Cohen obtained his Certified Financial Planner™ certification in 2008.