"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."
As a Behavioral Wealth Specialist, Cohen Taylor focuses on helping clients make confident, informed financial decisions by understanding the psychological and emotional factors that influence their financial choices. By combining insights from behavioral finance with personalized guidance, she helps clients navigate complex markets, manage financial stress, and stay aligned with their long-term goals. Cohen partners closely with advisors and clients to ensure that financial strategies not only make sense on paper but also feel right in practice, fostering clarity, discipline, and confidence in every financial decision.
Learn About Cohen Taylor
Professional Background
Cohen brings a background in marriage and family therapy to her role as a Behavioral Wealth Specialist at Mission Wealth, allowing her to blend financial psychology principles with conversations about values, decision-making, and life transitions. 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, she is passionate about the athlete experience and giving back to the athlete community. She serves as an Executive Board Member for Athletes’ Soul —non-profit focused on supporting the well-being of athletes through athletic retirement and the transition away from sports.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.