charles (c.j.) cohick - index fund advisors · the chance to help clients reach their financial...
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Index Fund Advisors, Inc. - Registered Investment Adviser | 19200 Von Karman Ave., Suite 150 | Irvine, CA 92612 | 888-643-3133 | www.ifa.com
Founded in 1999, Index Fund Advisors, Inc. is a fee-only advisory and wealth management firm that provides risk-appropriate, returns-optimized, globally-diversified and tax-managed investment strategies with a fiduciary standard of care. The value of IFA extends beyond investment advice. As a holistic financial partner, IFA helps guide investors through all life and retirement stages. Our Wealth Advisors take a personalized approach to matching people with portfolios while providing a full-range of wealth services.
About IFA
Charles (C.J.) Cohick
C.J. Cohick is a Wealth Advisor Associate (Series 65) at Index Fund Advisors, Inc. Prior to joining the firm, C.J. held various roles within the financial services industry, specifically in the registered investment advisory space.
C.J. passionately enjoys the education IFA offers its clients, and relishes the chance to help clients reach their financial goals.
He graduated with a Bachelor of Science in Mathematics and Economics from Wheaton College. He currently resides in Orange County by way of Chicago, Harrisburg, Albuquerque, and Nairobi.
Wealth Advisor Associate
Toll Free: 888-643-3133
Local: 949-502-0050
Direct: 949-428-0452
Fax: 949-502-0048
Email: [email protected]