Bob Cohen

Bob Cohen

Bob’s focus is in the charitable planning, life, long term care, disability insurance and annuity arena only, choosing to collaborate, rather than compete with, advisors in the legal, tax, and wealth management disciplines.

With a non-profit/gift planning background beginning in 1989, Bob is a co-founder of Tamar Fink Charitable Advisors, which has exceeded $1 billion in completed charitable gifts.

“It is very rewarding to help donors align their charitable plans with their charitable goals and funding non-profits to carry out their critically important missions.”

Bob also specializes in the evaluation of mispriced/underperforming life insurance policies, and remedies years of policy neglect and mismanagement. Bob “rescues” lapsing policies, often through acquisition of new, more favorably priced policies, including for individuals with “pre-existing conditions.”

“I am deeply concerned for insureds who, too often, lose their policy benefits due to poor policy design, poor policy funding, excessive policy loans and/or neglect. My objective is to restore anticipated death benefits to beneficiaries.”

Bob is an established speaker and writer on the topic of charitable planning and effective life, long term care and/or insurance policy evaluation/maintenance. Bob has presented and/or authored for:

  • Minnesota Planned Giving Council
  • Minnesota Bar Association – Probate and Trust Law Section
  • Minnesota Bar Association – Continuing Legal Education Faculty
  • Minnesota Society of CPA’s – Estate and Personal Financial Planning Conference
  • Eide Bailly Non-Profit Resourcefullness Award Judge
  • Bank Holding Company Association
  • National Association of Insurance Women
  • West Legal Education / Thomson Reuters


Volunteer/Board Service
Pinky Swear Foundation – Board Member
Starkey Hearing Foundation – Board Member
Wings for Widows – Board Member, Development Chair
Legacy Advisors – Children’s MN
Cornerstone Advisory Council – Saint Paul & Minnesota Foundation

Activities/Interests
Road/mountain biking, skiing, reading, board service, birding, and photography

Bob lives in Minnetonka, MN with wife Sarah, 3 children and 2 dogs

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