• Meet Our Advisors

    Len Cohen

    Len Cohen founded CFSG over 30 years ago to help people achieve long-term financial security. As a Certified Financial Planner™ Practitioner, he offers independent financial guidance and expertise to individuals, families, and business owners. Len helps people make wise financial choices and plan for their future so they can sleep better at night.

    Len specializes in Socially Responsible Impact Investing. He works with clients to align their financial and investment plans with their values and social justice goals.

    "It’s about doing well and doing good."

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    David Yarn is an expert financial services professional and licensed insurance agent. David works with individuals and small business clients to develop and maintain comprehensive financial plans, insurance policies, and employee benefits plans.

    David helps people understand complex financial issues and decisions, using everyday language and examples. He has been helping clients with financial services issues and guidance for over 10 years. He is an expert in Socially Responsible Impact Investing.

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    David Yarn

    ABOUT CFSG

    At CFSG, our focus is you.

    We work with a small group of clients so we can provide personal service, dig deeper to understand your needs, and provide tailored, long-term planning and recommendations to help achieve your goals.

    Our commitment is rooted in the following principles:

    • Provide a big-picture view to protect your family’s future and financial security.
    • Grow, protect and conserve your wealth.
    • Provide individual, tailored advice and strategies to fit your current situation and future needs.
    • Align your investments with your values.

    Since 1981, we have empowered our clients throughout Montgomery County, MD, and the Washington, DC area to reach their financial goals and make better financial decisions.

    Look around our site and contact us to learn more.