12348 High Bluff Drive, Suite 200
San Diego, CA
My name is Evan Cohen, and I am a financial advisor and Partner at Stratos Wealth with a local office in Del Mar.
I have a singular, core focus to achieve one specific goal- To ensure each employee that participates in their company's retirement plan achieves a successful, goals-based retirement outcome.
With over 15 years of private client experience, I have the backing of a Barron’s Top 100 firm and 3 industry leading relationships for clients to select from- Fidelity, LPL and Charles Schwab.
My clients have unparalleled options as it relates to investment security, investment choice and fee transparency. Ensuring you always feel informed, understood and in control is my top priority.
Retirement Plan Sponsor- If you administer your corporate retirement plan and have any fiduciary compliance, plan design, or investment related questions please contact me to schedule a complimentary Plan Benchmark Review.
Executives- If you participate in your corporate retirement plan, or are in a career transition, you may greatly benefit from professional guidance on how best to align your investment strategy with your retirement goals. Please contact me to schedule a complimentary review to help you prepare for a goals-based retirement outcome.
My wife and I reside in Encinitas with our daughter. We enjoy surfing, fitness training and mountain biking our local trails.