Financial planning for what you want to accomplish

Your financial life is unique. The same should be true of your financial plan. We take the time to get to know you, your family and all your most important priorities. As your circumstances change over time and as new opportunities arise, we'll work with you to adjust your plan to help keep you on track. When you look to the future, you should like what you see.

Retired couple

Marque Cohen®, CMFC®, CWS®, CRPC®, CEPA®

Senior Vice President–Wealth Management

Financial Advisor

Marque and Concentric Wealth Management are committed to doing first class business in a first-class manner for their clients. Marque brings a unique qualitative perspective and passion for collaborative research and analytics, which helps him to comprehensively manage clients’ wealth. He has more than 31 years of experience in the financial industry and has worked with clients worldwide in wealth management, lending, and capital markets.

With a focus on the client’s vision of the ideal future, Marque specializes in helping clients to identify and isolate risk by using the 13 wealth management issues as his guide. He goes beyond traditional techniques of modern portfolio theory to help protect, grow and distribute wealth in the most tax-efficient manner. Marque has been recognized by his peers and clients. He has also acted as a judge for the Big Bang! Business Plan Competition for the M.B.A. program at UC Davis and was invited to speak to the California Radiological Society.

Formerly a certified mediator with the Attorney General of Arizona, Marque began his career at Morgan Stanley in Philadelphia in 1992. He relocated to 2 World Trade Center with Morgan Stanley and worked there until April 2001. He currently lives in San Diego and has two teenage girls. Marque earned a B.A. in rhetoric from Arizona State University and completed an Executive Education program at The Wharton School. Marque earned the right to use the Certified Wealth Strategist® , Chartered Mutual Fund Counselor®, Chartered Retirement Planning Counselor® and Certified Exit Planning Advisor® professional designations. He enjoys spending time sport shooting with his daughters, investing, traveling, reading, fitness, fly fishing, and volunteering with the SEAL Future Foundation to help Navy SEALs return to civilian life. 

 

California Insurance License # 0E61363

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • MD
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

Education

  • B.A., Arizona State University

Credentials

  • Certified Wealth Strategist®
  • Chartered Mutual Fund Counselor℠
  • Chartered Retirement Planning Counselor
  • Certified Exit Planning Advisor
600 West Broadway
Suite 2100
San Diego, CA 92101
  • (619) 557-4719

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2023 tax planning guide

For your financial well-being

Every decision you make with regard to financial planning—whether it pertains to investments, insurance, education, housing, retirement and/or estate planning—can have some impact on your tax situation.

We are committed to helping you confirm that your current and future tax strategy supports your larger financial goals. Learn more.

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As of 12/31/2022

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