Portrait of Cohen Taylor

Cohen Taylor LMFT, CFT™, SFP™

Behavioral Wealth Specialist

Based in Atlanta, Cohen Taylor is a Behavioral Wealth Specialist whose work focuses on the Psychology of Wealth—how our emotions, behaviors, relationships, and life experiences can shape financial decisions and the way we experience wealth. Working alongside clients and their wealth advisors, she helps bring greater clarity, communication, and intention to the planning process.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

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Who Cohen Typically Helps

Individuals and families navigating major life transitions, complex money conversations, financial stress or difficult decisions, legacy and wealth transfer, and career or retirement transitions.

Serving Clients in

All 50 States

Questions Cohen Helps Answer

How can I make thoughtful financial decisions when emotions are high?
How can my family have more productive conversations about money?
What might be influencing my financial decisions without me realizing it?
How can I make financial decisions that reflect what matters most to me?
How can I navigate both the financial and emotional sides of a major life transition?

As a Behavioral Wealth Specialist, Cohen is often brought into conversations when a financial decision also involves emotions, relationships, family dynamics, or a significant life change. She helps clients slow down complex decisions, better understand how their experiences and relationship with money may be shaping their choices, and identify practical next steps within the broader financial plan.

I love working as a thought partner with clients and advisors in navigating the behavioral dynamics of wealth and life transitions, fostering greater alignment and connection to well-being.

—Cohen Taylor, Behavioral Wealth Specialist

Cohen’s Frequently Asked Questions

What can Cohen help me address that a traditional financial plan may not?

A financial plan can tell you whether you can retire, but it may not prepare you for the emotional transition into retirement. It can recommend an estate plan, but it does not necessarily help a family have difficult conversations about legacy. It can model different scenarios during market volatility, but those numbers alone may not resolve the fear or uncertainty involved. Cohen helps clients address these human aspects of wealth so they are better equipped to make and implement important financial decisions.

What is a Behavioral Wealth Specialist?

A Behavioral Wealth Specialist focuses on the personal factors that can affect financial planning, including emotions, behaviors, relationships, and life experiences. Working alongside your wealth advisor, Cohen helps bring these considerations into the planning process so decisions are financially sound, personally meaningful, and practical to put into action.

How do I know whether working with a Behavioral Wealth Specialist could be helpful for me or my family?

Behavioral wealth support can be valuable anytime money intersects with emotions, relationships, or major life decisions. This may include preparing for a major life transition, navigating family conversations about wealth, making a difficult or emotionally charged decision, or better understanding how your relationship with money may be shaping your choices.

Is behavioral wealth support the same as therapy?

What should I expect when I first meet with Cohen?

Your first meeting is an opportunity for Cohen to get to know you beyond your financial picture, understand what you would like to discuss, and explore what you hope to gain from the conversation. You do not need to arrive with everything figured out or share more than feels comfortable. Together, you will clarify what matters most, identify practical next steps, and determine how Cohen and your wealth advisor can best support you.

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Professional Background

Cohen brings a background in marriage and family therapy and a certification in financial therapy to her role at Mission Wealth. Her training provides a foundation for understanding the emotional, relational, and behavioral dynamics that often accompany wealth and financial planning. Prior to joining the team, Cohen spent 6 years at Wealth Enhancement Group helping clients strengthen communication around finances, align their financial decisions with what matters most, and expand their definition of wealth beyond the numbers.

Before working in the finance industry, Cohen honed her skills as a therapist while working in healthcare, schools, and private practice.

Personal Pursuits

Cohen resides in Atlanta and loves exploring new places with her son and husband. Born and raised in California, the ocean is her happy place, and she also enjoys the arts, travel, and trying new cuisine.

Community Impact

As a former elite level figure skater, Cohen is passionate about the athlete experience and giving back to the athlete community. She serves as an Executive Board Member for Athletes’ Soul — a non-profit focused on supporting the well-being of athletes through athletic retirement and the transition away from sports. She is also actively involved with Mission Wealth’s Women on a Mission group, supporting efforts to help women build greater clarity and connection around money and wealth.

Media & Speaking Engagements

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Videos by Cohen Taylor

Financial and Emotional Strategies When Kids Leave for College | Cohen Taylor Mission Wealth

Five Behavioral Biases That Shape How We Care for Aging Parents | Cohen Taylor Mission Wealth

Media & Speaking Engagements

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Professional portrait of Cohen Taylor, a team member at Mission Wealth, smiling confidently in a gray blazer.

Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

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1 Select the type of inquiry
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Latest Insights

A woman reflects thoughtfully in a bright, airy home, symbolizing the emotional transition of an empty nest.

Psychology of Wealth

Planning the Empty Nest: Financial and Emotional Strategies When Kids Leave for College

Cohen Taylor

Two hands gently clasped over a document titled "Advanced Care Directive," symbolizing compassionate caregiving.

Next Gen

Five Behavioral Biases That Shape How We Care for Aging Parents

Cohen Taylor

December 10, 2025

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Aaron Quintero

Client Service Representative

Abby Chajon

Operations Director

Adam Broughton

CFP®, CPWA®

Partner and Senior Wealth Advisor

Adam Silva

CFP®

Wealth Advisor

Adella Frender

Wealth Advisor Associate Intern

Aimee Gibbings

Operations Manager

Alejandro Segovia

Investments and Billing Specialist, Mergers

Alex Teklu

Technology Specialist

Alexandra Freres

Director of Finance

Alexia Soto

Senior Investment Operations Associate

Alexis Melgoza

Operations Specialist

Alison Miller

CFP®

Senior Wealth Advisor

Allison Modrak

CFP®

Wealth Advisor

Amanda Avila

AWMA™, AAMS™

Wealth Advisor Associate

Analisa Martin

Wealth Advisor Associate

Andrew Conway

CFP®

Senior Wealth Advisor

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Professional portrait of Cohen Taylor, a team member at Mission Wealth, smiling confidently in a gray blazer.

Kyle Buffo, smiling and dressed in a blazer, represents professionalism and expertise at Mission Wealth.

Request an introduction
to Cohen Taylor.

Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Cohen and Mission Wealth may be the right fit to support your life and financial goals.