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Our Team

Jay W. Cohen, MPA, CFP® – Founder & President

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Jay is the founding partner of Monterey Wealth. His philosophy is based on three key values: provide well-thought out advice, involve the right resources at the right time for each client, and always deliver “raving fan” service.

Jay has a diverse background that includes corporate finance, taxation, accounting, investment analysis, and executive benefits consulting. He has an accounting degree from The University of Alabama and a Masters degree in taxation from The University of Texas, obtained his CPA license in Georgia (no longer active), and obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2007. He gained his business experience working at Ernst & Young, Genuine Parts Company (owner of Napa Auto Parts) and other entrepreneurial organizations.

Jay is married, has two sons, lives in Sandy Springs, & enjoys cooking, golf, and community involvement. He is involved in a number of organizations including North Springs High School Baseball Booster Club, Temple Sinai Endowment Committee, and Epstein School Foundation Investment Committee.

David E. Duncan, CFP® – Partner

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David joined Monterey Wealth in March 2018 as a Wealth Advisor.  Prior to joining Monterey Wealth, he gained six years of finance, audit, and consulting experience at Triage Consulting Group.  His experience in consulting brings a client-first approach to help address complex needs and provide strategies.

David earned his Bachelor of Science in Business Administration at the Georgia Institute of Technology where he was a member of the Jackets baseball team.  David was drafted after his junior year where he played three seasons in the Houston Astros organization.  He completed his degree during the offseason in 2011.

David earned the CERTIFIED FINANCIAL PLANNER™ designation in 2018.  David and his wife Ashley live in Midtown Atlanta and enjoy travelling internationally and discovering new restaurants around the Atlanta area.

Check the background of investment professionals associated with this site at FINRA’s BrokerCheck