Dennis Coon, Cfp®
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Dennis Coon, Cfp® Email & Phone Number

President at Transcend Wealth
Location: Cleveland, Ohio, United States 5 work roles 1 school
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Current company
Transcend Wealth
Role
President
Location
Cleveland, Ohio, United States

Who is Dennis Coon, Cfp®? Overview

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Dennis Coon, Cfp® is listed as President at Transcend Wealth, based in Cleveland, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Dennis Coon, Cfp®.

Dennis Coon, Cfp® previously worked as Financial Advisor at Hill Financial Group and Financial Consultant at Axa Advisors. Dennis Coon, Cfp® holds Bachelor Of Science In Business Administration, Finance from University Of Missouri-Saint Louis.

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Transcend Wealth

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About Dennis Coon, Cfp®

Financial independence does not occur by accident. Instead, it’s achieved through detailed planning and thoughtful execution of the plan. Your money needs to work hard, but not so hard that you throw caution to the wind with reckless abandonment of prudent financial principles.For nearly 20 years, I have been helping people make intelligent and informed decisions involving their personal and family finances. During this time, retirees have been asked to shoulder more of the burden surrounding their retirement, all the while the financial world becomes increasingly more complex. So, back in 2018 I created Transcend Wealth. A financial planning and investment management firm that serves to guide people through the various stages of retirement with one clear goal: achieve a successful retirement with the least amount of risk possible.Since my firm is not managed by a large financial conglomerate, I have no pressure to sell any financial product. Instead, we sell advice. We serve as your advocate, helping you navigate the myriad of issues surrounding your financial future to help you get the most out of your money and get you to where you want to be.To learn more about my firm please visit transcendwealth.com. If you would like to discuss your plans for retirement or see if my team can be of benefit you, give me a call at (216) 236-1106.

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Dennis Coon, Cfp®'s current company

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Transcend Wealth
Transcend Wealth
President
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5 roles · 24 years

Dennis Coon, Cfp® work experience

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President

Current
Transcend Wealth

Cleveland/Akron, Ohio Area

Transcend Wealth provides comprehensive financial planning and investment management to individuals and families. Its focus is on helping people make informed financial decisions by taking the time to explain complex financial concepts in a easy to understand manner. As an independent, fee-only wealth management firm, we do not receive commissions, revenue-sharing, or other forms of "under-the-table" hidden compensation that can lead to unnecessary conflicts of interest. High-quality financial advice doesn't need to cost a fortune. We focus on keeping all costs and expenses low, and this include the fees you pay us as your advisor.

Mar 2018 - Present

Financial Advisor

Hill Financial Group

Pepper Pike, Oh

Develops financial plans for prospective and current clients, while providing ongoing service and advice to more than 250 client households.Assists in the development and monitoring of the firm's investment strategies, and conducts trading, investment reporting and benchmarking for client's individual accounts.J.R. Hill & Associates, Inc. is a SEC Registered Investment Advisory firm DBA Hill Financial Group, Peak Wealth Solutions and Hill & Associates. Securities, when offered, are through American Portfolios Financial Services, Inc. (APFS) member FINRA/SIPC. J.R. Hill & Associates, Inc. is a separate entity from APFS.Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc. (APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.

2010 - Dec 2017

Financial Consultant

Axa Advisors

Erie, Pennsylvania Area

2008 - 2009 ~1 yr

Financial Consultant

Axa Advisors

Greater St. Louis Area

2003 - 2006 ~3 yrs
1 education record

Dennis Coon, Cfp® education

FAQ

Frequently asked questions about Dennis Coon, Cfp®

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What company does Dennis Coon, Cfp® work for?

Dennis Coon, Cfp® works for Transcend Wealth.

What is Dennis Coon, Cfp®'s role at Transcend Wealth?

Dennis Coon, Cfp® is listed as President at Transcend Wealth.

Where is Dennis Coon, Cfp® based?

Dennis Coon, Cfp® is based in Cleveland, Ohio, United States while working with Transcend Wealth.

What companies has Dennis Coon, Cfp® worked for?

Dennis Coon, Cfp® has worked for Transcend Wealth, Hill Financial Group, Axa Advisors, and Ubs Wealth Management.

How can I contact Dennis Coon, Cfp®?

You can use AeroLeads to view verified contact signals for Dennis Coon, Cfp® at Transcend Wealth, including work email, phone, and LinkedIn data when available.

What schools did Dennis Coon, Cfp® attend?

Dennis Coon, Cfp® holds Bachelor Of Science In Business Administration, Finance from University Of Missouri-Saint Louis.

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