Brian Cochran (CFP®, CKA®)
Brian Cochran focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Baby Boomers
- Business Owners
- Charitable Giving
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
Planning Specialties
Brian has been part of the JMA team since 2013. As a CERTIFIED FINANCIAL PLANNER™ professional, Brian collaborates with tax advisors, attorneys and insurance professionals to help meet the financial objectives of the families we serve. Forbes named Brian the #1 Advisor in New Mexico for 2018.*
Most recently, he was recognized as one of the 2020 Financial Times 400 Top Advisors. He is proud to serve on the board of the New Mexico Christian Foundation and as Chairman of the Board of True North Financial Ministries.
Additional Information
Brian is a sports enthusiast and spends his free time watching, playing and coaching basketball. He especially enjoys traveling to see Portland Trailblazer games with his wife, Emily, and their two sons.
NAPFA Start Date
January 05, 2021