Benjamin (Ben) Cohen is an Associate Advisor with North Berkeley Wealth. He works in coordination with Lead Advisors to provide clients with comprehensive financial planning and investment management. He is part of the advisor team that guides clients through complex financial situations and creates practical, actionable plans to help them organize and simplify their finances.
Before joining North Berkeley, Ben served as a loan analyst for a private real estate mortgage broker, helping to underwrite nontraditional real estate investments, and manage a private mortgage fund. Prior to that, he completed the management training program at Enterprise, honing his communication skills. Making the move to North Berkeley Wealth was an opportunity to combine Ben’s love of helping people with his interest in personal financial planning.
Ben grew up in the Bay Area, going through the Berkeley school system and completing his BS in Economics at San Jose State University. He enjoys cycling both recreationally and competitively, as well as baking in his free time. He loves baking for friends, family, and clients, as well as spending time in nature whenever he has free time.
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Education, Certifications, & Affiliations
B.A. in Economics, San José State University
More About Ben
I became an advisor to help people plan their futures in a way that takes weight off their shoulders. When I think about personal finance, I think about letting people enjoy the things they love in life without having to worry about their money. Being able to build my career around enabling others to live their lives to the fullest is what brings me fulfillment.
Outside of work, I like to race my bike! I was always competitive growing up, I rowed crew and raced cross-country mountain biking in high school, and now as an adult, I enjoy road racing.
The best advice I ever received was to sleep on big decisions. This was something my parents instilled in me growing up. Anything that impacts your long-term trajectory in life deserves a second thought, even if you feel sure. Whether you apply this to investment decisions, family planning, or just the color you feel like painting your walls, anything long-lasting should be thought over thoroughly, and taking one extra night to think things through always helps me.