M.A Marriage & Family Therapy, John F. Kennedy University
B.A Communications, Santa Clara University
Licensed Marriage and Family Therapist
Joined Us In
Sutter Health—Palo Alto Medical Foundation: Behavioral Health Navigator
Professional Figure Skating Coach: Business Owner
Stanbridge Academy: School Counselor
Evolibri Consulting: Psychotherapist & Career Counselor
Born & Raised
Los Angeles, CA
Youngest of 4 children.
Sport to watch: Basketball (Go Warriors! And Lakers!)
Place: The ocean
Movie: Good Will Hunting
I was a competitive figure skater for 13 years, and I have coached figure skating professionally for 20 years.
People will forget what you said, people will forget what you did, but people will never forget how you made them feel—Maya Angelou
It’s not often that JOYN gets to welcome a professional figure skater to its ranks. Yet, when the opportunity to bring Cohen Duncan, JOYN’s second Behavioral Wealth Specialist, aboard it was a no-brainer.
Cohen’s significant life experience that positively impacts her engagement with clients well positions her to make a lasting difference in our client’s lives.
Born and raised in California, Cohen served as a professional figure skating coach, supporting athletes in accomplishing their goals by harnessing the power of athleticism, nurturing resilience, and performance enhancement strategies.
“Helping my students find that healthy balance of athletics, personal and professional or academic pursuits was – and remains – invigorating to me,” says Cohen. “It motivated me to build upon my passion for empowering others and to pursue a career in marriage and family therapy.”
Additionally, her professional acumen as a seasoned Marriage and Family Therapist will move the needle on addressing people’s money behaviors in order to help them make better decisions.
As a Behavioral Health Navigator at Sutter Health Hospital in Palo Alto, Cohen helped patients access mental health services in collaboration with their primary care physicians. “I was proud to remove barriers to mental health treatment and try to reduce the stigma of mental health services.”
“It was an extremely inspiring job, making a difference in people’s lives in a meaningful way,” she describes.
Prior to this experience, Cohen was a school counselor at a k-12 private special education school in San Mateo. She supported students with social communication and learning challenges through group and individual counseling on empathy, emotional regulation, and social skills.
“As a school counselor, I honed my communication skills in order to fully develop a process to bond, to understand, and to connect with students,” says Cohen.
Now as a Behavioral Wealth Specialist, she’s again stepping outside of the clinical setting, bringing her wealth of experience and psychological insights to expand JOYN’s innovative Behavioral Wealth Management model with our clients.
Cohen deeply values JOYN’s holistic approach to wealth management and how it’s specific to each person’s life priorities and experiences. Ultimately, her goal is to help people navigate their decision-making process while keeping in mind the broader context of their lives and their values.
“Money is extremely emotional,” describes Cohen. “So, having a framework within which to understand choices and decisions around money is very powerful. It’s liberating. Unlocking this wisdom from within can lead to them fully realizing the lives they envision. No firm I know is in this realm. It’s a paradigm shift and I’m thrilled to help lead it.”
“I look forward to supporting clients in making decisions that honor what is most important to them and their vision of happiness”
And if you’re wondering, Cohen explains what’s the most difficult move in figure skating.
“One of the most difficult moves in ice skating is a triple lutz. It starts with the athlete skating backward and then jumping off the outside edge of the skate and rotating three times in the air. Then, after all that, landing BACKWARDS.”
JOYN is thrilled to have this triple threat professional joining our family.
Previously posted on WealthManagement.com
https://joynadvisors.com/wp-content/uploads/2019/10/Lottery.jpg387750David Gellerhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngDavid Geller2019-10-10 12:40:252019-10-10 12:40:25Here's Why Lotto Winners Often End Up Bankrupt
JOYN is honored to announce that it has been selected to…
https://joynadvisors.com/wp-content/uploads/2019/10/austin-texas.jpg387750Jarrett Oakleyhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngJarrett Oakley2019-10-09 15:14:502019-10-09 15:18:10JOYN Selected as Featured Presenter at eMoney Summit 2019
Previously posted on Forbes.
Nearly 80% of Americans have…
https://joynadvisors.com/wp-content/uploads/2019/10/Forbes_American-Dream.jpg387750David Gellerhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngDavid Geller2019-10-09 14:45:412019-10-09 14:49:07Is The American Dream Fraying? What We Can Learn From The Finance Industry.
Previously posted on Born2Invest.
According to economists,…
https://joynadvisors.com/wp-content/uploads/2019/10/Born2Invest.jpg387750David Gellerhttps://joynadvisors.com/wp-content/uploads/2019/10/JOYN-Logo-purple.pngDavid Geller2019-10-07 15:40:162019-10-09 14:48:286 Wealth Management Tips for Surviving a Down Market
Financial Benefits of Behavioral Advising
Better Advice. Better Decisions. Better Life.
There are significant financial benefits focusing on your behavior and making better decisions. Vanguard research and other academic studies have concluded that behavioral advising can add 1% to 2% in net return. (Source: Vanguard, 2016)
Investment Advisory Services offered through JOYN Advisors, Inc. Registered Investment Advisors. Insurance offered through JOYN Atlanta, Inc. Securities offered through Securian Financial Services, Inc. Member FINRA/SIPC. JOYN Advisors, Inc. and its affiliates are not affiliated with Securian Financial Services, Inc.
Certain individuals associated with JOYN Advisors, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. (“Securian”), a registered broker-dealer and investment advisor, member FINRASIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s Broker Check. For information about which individuals associated with JOYN Advisors, Inc. are registered, specifically approved by, and are authorized to offer which securities and investment advisory services on Securian’s behalf, please contact them at 1-800-820-4205.
JOYN Advisors, Inc. is independently owned and operated and offers its own suite of products and services entirely independent of Securian.