Christopher Patrick Cohan

Employer firm

Corecap Advisors CRD 158819

$3.99B regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2013 → Present
  Rjp Estate Planning
  Scottsdale, AZ
• 09/2024 → Present
  Corecap Advisors, Llc
  Southfield, MI

Other Businesses

*RJP Estate Planning; Estate Planner; Introduce new clients to the firm through estate planning services and insurance products and sales; approx. 160 hours per month; approx. 160 hours per month during trading hours; similar clientele

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-05-16
• S65 Uniform Investment Adviser Law Examination
  2022-05-28

Designations

• Chartered Financial Consultant

Other Names

• Chris Cohan