Alan Cohn, CFP®

Co-Founder, Co-President



Alan Cohn, CFP®, Co-Founder, Co-President at Sage Financial Group. Headshot photograph of Alan Cohn, CFP® smiling and looking directly at the camera, wearing professional attire.

Alan oversees the firm’s investment management services and finances while working with Stephen on strategic planning and the growth of Sage’s advisory service offerings. He has over 35 years of experience in the financial services industry. Alan is co-author of The Sage Guide to Mutual Funds (1999, HarperCollins).

Alan graduated magna cum laude from the University of Delaware with a B.S. in Finance and attended the University of Pennsylvania’s Wharton Executive MBA program.

Alan is an active member of the Ben Franklin Technology Partners’ Board of Directors, Plain Sight Capital Advisory Board, and People Advancing Reintegration (PAR) Advisory Committee. He lives in Penn Valley with his wife, Darlene. The Cohns have two sets of twins in college and graduate school. Alan loves to spend time with his family, read, listen to music, play tennis, and travel.

What do you love most about Sage?
That we are a team of hard-working, highly ethical people driven to help our clients achieve their financial and personal goals and to make the world a better place.

How should people think about their wealth or investing?
Like a fine wine, investments require careful selection and take time to mature. When they are ready to be appreciated, they are very satisfying.