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.