Let's move forward. Together.

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

mountain climbers

Ira S. Cohen

Senior Vice President–Wealth Management

Financial Advisor

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.

Registered States:
  • 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

Education

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

Credentials

  • Senior Portfolio Manager
9201 Camino Media
Suite 230
Bakersfield, CA 93311
  • (661) 663-3233

Email Me

The circular economy: What is it?

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

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