Rick R. Emmett
Mr. Emmett serves as Chief Compliance Officer of InvestLinc Wealth Services, LLC. In that capacity, he provides financial advisory and management services to individual and business clients and oversees the finances of approximately twenty-five entities. Mr. Emmett is also a partner in several other entities involved in consulting, insurance, private investment holding companies, real estate and construction management, real estate consulting, graphic design, and marketing. He has a long history of serving as an executive officer or board member for a number of business and non-profit corporations and foundations. Mr. Emmett holds the professional designations of Accredited Investment Fiduciary (AIF®), Chartered Life Underwriter (CLU®), National Certified Guardian, and California Professional Fiduciary. He is insurance licensed in life, health, disability and long-term care. Mr. Emmett is a 1993 graduate of California State University, Los Angeles with a Bachelor’s Degree in Philosophy. He also has studied extensively at the Master’s level in history, philosophy and religious studies.
West A. Cohan
West A. Cohan serves as Chief Investment Officer, Chief Executive Officer, & Wealth Manager with InvestLinc Wealth Services, LLC. His primary focus is portfolio management, administration, operations, technology and client service. Mr. Cohan’s experience in the financial services industry began in 2012 as an Administrative Assistant with InvestLinc Wealth Services, Inc. (predecessor to InvestLinc Wealth Services, LLC.) In 2013, West served as an Insurance Planner after obtaining all necessary licenses and knowledge. In October of 2013, West expanded his services into the investment side of the business becoming a Wealth Manager. From 2017 – 2019 West served as the Chief Compliance Officer. In 2019 West became Chief Investment Officer and in January of 2024 became the Chief Executive Officer of the firm. He is insurance licensed in life, health, disability, and property and casualty. He passed the Series 65 investment examination. He completed the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary (AIF®) programs in 2019. He earned his Bachelor’s Degree in Economics from the University of California at Los Angeles in 2012 and served as a board member of a non-profit organization.