Kohn Wealth Management Advisors, LLC

CONNECT

Address:

9078 Union Centre Blv, Suite 350
West Chester, OH 45069

Phone:

513-563-3469, Mobile: 513-543-1673

Fax/Other:

888-522-7916

Our People

Garry P. Kohn, CFP® Professional
President & Founder

Professional Bio

  • Over 20 years' experience in financial services industry
  • CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL (CFP®) in 2009
  • Registered General Securities Principal; Registered Municipal Securities Principal
  • Insurance licenses: Life, Health, Disability, Long-Term Care
  • State of Ohio LTC Qualified
  • Financial Planning Certificate from College of Financial Planning, 2009
  • B.S. from Kelly School of Business, Indiana University, 1983
  • Securities licenses: Series 6 (Investment Co. & Variable Contracts); Series 7 (General Securites); Series 24 (General Securities Principal) ; Series 53 (Municipal Securities Principal) ; Series 63 (Uniformed Secuirites State Law); Series 65 (Uniformed Investment Advisor Law)

Career Highlights

  • National Panelist and speaker for the National Association of State Treasures 2015
  • Member of FPA (Financial Planning Association)
  • Quoted in US News & World Report regarding college savings in 2014:

Community Involvement

  • Board member and Membership Chairman of Mason Deerfield Township Rotary Club
  • Past Advancement Committee Member of Mount Notre Dame High School; Cincinnati, OH.
  • Member Wise Temple, Cincinnati, OH.

Garry is owner and founder of Kohn Wealth Management Advisors, LLC, a branch office of L.M. Kohn & Company, Cincinnati, Ohio. As an independent CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL and working in partnership with RBC Capital Markets, Garry offers unbiased and creative and customized strategies in working towards client financial goals.  In addition, Garry is a frequent speaker and expert regarding college savings and his college pre-approval process through various large, national corporations.

Fun facts about Garry:

  • Garry was a corporate retail buyer at Burdines and Jordan Marsh, Miami FL and Belk Stores Services, Charlotte, NC for 15 years.
  • Garry joined his brother, Larry Kohn, owner and founder of L.M. Kohn & Company, a Registered Broker/Dealer in 1997.
  • When he's not in the office, Garry is mostly playing golf, exercising or watching or attending Indiana University or Ohio State sporting events.
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck