Dave Coen Email & Phone Number

Financial, Retirement and College Planning - Just because your student is leaving the nest, does not mean they have to take your nest egg with them.When it comes to the future of our children, as parents we all want the very best for them. We want to be able to send them to the best-fit schools for an education that will help them achieve their best in life AND achieve parents' retirement goals.As parents with high school students, we look back and wonder “Where did the past 17 years go?” Now is the time that our kids rely on us to help them fulfill their dreams.The choices are overwhelming:• Which school would be their best choice?• How much will it cost?• Is private more expensive than public?• How do I do this without sacrificing retirement?• If we have other kids on the way, how can we afford this?• What are the most cost-effective options?• And many more…At College Planning America, we use a structured approach to help parents accomplish their goals for their student’s college education – without having to sacrifice their own retirement in the process!Registered Representative with and securities offered through Cetera Advisor Networks LLC, doing insurance business in CA as CFGAN insurance agency. Member FINRA/SIPC. Advisory Services offered through SageView Advisory Group, LLC. Cetera is under separate ownership from any other named entity

Listed skills include Entrepreneurship, Leadership, Small Business, Coaching, and 32 others.