Cohn Financial Group is a insurance company based in Phoenix, United States. Verified contact details, AUM data, and investment preferences on FindLPs.
Established in 1987, Cohn Financial Group (CFG) specializes in complex life insurance planning and is a leader in Private Placement Life Insurance (PPLI). CFG works exclusively with high net worth families, individuals, RIA's and family offices throughout the United States.Sophisticated investment structures utilizing life insurance require unique expertise. These transactions can involve complex tax and legal strategies, funding decisions, and cost dynamics.
Investment types: Investment Funds, Long/Short Equity, Long-Term Investments, Private Equity
Sectors & themes: Hedge Funds, Insurance Products & Services, Legal & Tax Services, Leisure Craft, Reinsurance, Retirement Planning, Travel Accommodations & Tourism, Wealth & Estate Planning, Alternative Investments, Finance, Financial Services, High-Level Sectors, Insurance Services, Retail & Wholesale/Distribution, Specialty Retail, Tourism & Hospitality
Preferred geographies: United States
Location: 5080 N. 40Th St.\nSuite 180\nPhoenix\nArizona\n85018\nUnited States
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.