Our Team

BioLen-1-IMG

Len Cohen

Len Cohen founded CFSG over 30 years ago to help people achieve long-term financial security. He offers independent financial guidance, consistency and experience to individuals, families, and business owners. As a Certified Financial Planner™ Practitioner, 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. A recognized expert in Impact Investing, he frequently gives presentations and workshops around Washington, DC to discuss ways that individuals or organizations can design financial plans to fit with their values and consider issues of sustainability, social justice, and corporate governance. In this way, CFSG helps clients have a positive impact in their lives, their communities and the world.

Len is a registered representative of and offers securities through Cambridge Investment Research, Inc. (CIR), member FINRA/SIPC. He is also an Investment Adviser Representative of Cambridge Investment Research Advisers, Inc. (CIRA). CF Services Group, Inc. is a separate entity from CIR and CIRA.

BioDavid-1-IMG

David Yarn

David Yarn is an expert financial services professional and licensed insurance agent. David works with individual 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.

David specializes in preparing and managing employee benefits plans, including certain retirement plans. He develops, prepares and manages the details of insurance and risk management plans for individuals and businesses.

David has been providing financial services and insurance expertise at CFSG since 2006. He is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisory Representative of Cambridge Investment Research Advisors, Inc.