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Dara R

Series 65

Salt Lake City, UT

Silver Lake Advisory Partners, LLC

Dara Rosen Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Silver Lake Advisory since 2018. In addition to her advisory role, she operates a full-time legal practice specializing in estate planning and probate. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to clients' risk tolerance, income needs, tax status, and objectives.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Retired
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