Let's move forward. Together.

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Windmill

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Ira S. Cohen Profile Picture

    Ira Cohen

    Senior Vice President–Wealth Management

    Financial Advisor

    • image
    • image
    • image
    • AR
    • AZ
    • CA
    • CO
    • FL
    • ID
    • IL
    • KS
    • LA
    • MA
    • MO
    • MS
    • MT
    • NC
    • NV
    • NY
    • OH
    • OK
    • OR
    • RI
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Ira started in the financial services industry in 1982 and has been with UBS Financial Services Inc. since 2007.

    Ira is very active in the community and serves on the boards of the Bakersfield Symphony Orchestra and Bakersfield North Rotary. Ira is interested in health and fitness and has been a daily exerciser his entire life. Ira and his wife Carole live in Bakersfield and have 3 grown children and 8 grandchildren.

    Professional Experience:

    • UBS Financial Services Inc. - Financial Advisor, Bakersfield, CA - May 2007 - Present
    • Ira S. Cohen, Inc. - Investment Advisor, Bakersfield, CA - 1982 - May 2007

    Education:

    • B.A., University of Wisconsin, Madison, WI

      • University of Wisconsin, Madison, WI, B.A.
        9201 Camino Media
        Suite 230
        Bakersfield, CA 93311
      • Jason Cohen Profile Picture

        Jason Cohen

        Senior Vice President–Wealth Management

        Financial Advisor

        • image
        • image
        • image
        • AZ
        • CA
        • CO
        • FL
        • ID
        • MT
        • NC
        • NH
        • NV
        • OH
        • OK
        • OR
        • TX
        • UT
        • VA
        • WA
        • WI
        • WY

        Jason has worked in the financial services industry since 2000 and has been with UBS since 2007.

        Jason is very active in the community and serves on the board of the Boys and Girls Clubs of Kern County, and is a member of Bakersfield West Rotary. Jason enjoys spending his weekends playing golf, cooking for family and friends, and spending time with family. Jason lives in Bakersfield and has 4 young children

        Professional Experience

        • UBS Financial Services Inc. - Financial Advisor, Bakersfield, CA - May 2007 - Present
        • Ira S. Cohen, Inc - Investment Advisor, Bakersfield, CA - December 2000 - May 2007

        Education:

        • B.A., Colorado State University, Fort Collins, CO

          • Colorado State University, Fort Collins, CO, B.A.
            9201 Camino Media
            Suite 230
            Bakersfield, CA 93311
          • Christopher G. McGehee Profile Picture

            Christopher G. McGehee

            Account Vice President

            Financial Advisor

            • image
            • image
            • image
            • AZ
            • CA
            • CO
            • FL
            • GA
            • ID
            • NC
            • NV
            • OH
            • OK
            • OR
            • TX
            • UT
            • VA
            • WA
            • WI
            • WY

            Chris has been in the financial services industry since 2005 and has been with UBS Financial Services Inc. and The Cohen Group since 2013.

            Chris is a native of Bakersfield with strong ties to the community. Chris is active with the Bakersfield Youth Lacrosse, Keep Kern Beautiful, Boy Scout Troop 125, Rotary Club of Taft, and Taft Union High School Oil Tech Academy. Chris also coaches youth lacrosse and baseball. Chris enjoys spending his weekends with family, cycling, and traveling. Chris and his wife Michelle live in Bakersfield and have 2 young children.

            Professional Experience:

            • UBS Financial Services Inc. - Financial Advisor, Bakersfield, CA - November 2013 - Present
            • Morgan Stanley - Financial Advisor, Bakersfield, CA - August 2007 - October 2013

            Education:

            • B.S., Concordia University, Irvine, CA
            • A.A., Taft College, Taft, CA

              • Concordia University, Irvine, CA, B.S.
              • Taft College, Taft, CA, A.A.
                9201 Camino Media
                Suite 230
                Bakersfield, CA 93311
              • Cori Ash Profile Picture.jpg

                Cori Ash

                Senior Client Associate

                • image
                • image
                • image
                • CA

                Cori has worked in the financial services industry since 2005 and has been with UBS since 2007.

                Cori handles many of the day-to-day operations for the team and strives to provide the highest quality of client service. Cori enjoys volunteering, spending time with her family, and traveling. 

                Professional Experience:

                • UBS Financial Services Inc. - Senior Registered Client Service Associate, Bakersfield, CA - May 2007 - Present
                • Ira S. Cohen, Inc. - Executive Assistant, Bakersfield, CA - April 2005 - May 2007

                  • California Sate University Bakersfield, B.S.
                  • Bakersfield College, A.A.
                    9201 Camino Media
                    Suite 230
                    Bakersfield, CA 93311
                  • image

                    Romany Pinto De La Paz

                    Client Associate

                    • image
                    • image
                    • image

                      Romany was born and raised in Bakersfield, CA. She is a Cal State Bakersfield graduate and has been with UBS since 2018. On her free time she enjoys exercising, trying new cuisines, and spending quality time with her dog and loved ones.

                        • California Sate University Bakersfield, B.S.
                          9201 Camino Media
                          Suite 230
                          Bakersfield, CA 93311
                        • Shane

                          Shane Bryan

                          Financial Advisor

                          • image
                          • image
                          • image
                          • image
                          • AR
                          • AZ
                          • CA
                          • CO
                          • FL
                          • ID
                          • KS
                          • LA
                          • MA
                          • MS
                          • MT
                          • NC
                          • NV
                          • NY
                          • OH
                          • OK
                          • OR
                          • RI
                          • SD
                          • TN
                          • TX
                          • UT
                          • VA
                          • WA
                          • WI
                          • WY

                          Shane is a Bakersfield native, born and raised in Kern County. He graduated from Garces Memorial High School and continued his education at California State University, Bakersfield, receiving a Bachelor of Arts Degree in Political Science.

                          Shane joined UBS in July 2022 as a Financial Advisor. He is a CERTIFIED FINANCIAL PLANNER (tm) PROFESSIONAL - CFP(r) and licensed in investments. He previously worked for Trovato Wealth Management, Charles Schwab,  and Morgan Stanley before bringing his strong financial analyst skills, knowledge and experience.

                          Shane is married with 2 kids, and is actively involved in serving his community. In 2019, he was awarded "Man of The Year" by the Leukemia & Lymphoma Society - Central Chapter for his philanthropic contributions to their organization.

                                9201 Camino Media
                                Suite 230
                                Bakersfield, CA 93311

                              A focus on personalized access and service

                              Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

                              The Year Ahead - Sustainable Investing

                              Retirement planning

                              Retirement planning

                              Multigenerational planning

                              Multigenerational planning

                              Legacy—Wealth for others

                              For needs that go beyond your own—to help you improve the lives of others

                              What will your legacy be?
                              It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                              Learn more at ubs.com/wealthway.

                              Backed by the strength of UBS

                              A global leader in wealth management

                              $2.8 trillion

                              In invested assets globally 
                              As of 06/30/2022

                              51 countries

                              Our global footprint

                              Global leader

                              UBS is a world-leading wealth manager

                              Insights