Renee Cohen, Cfp® Email and Phone Number
Renee Cohen, Cfp® work email
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Renee Cohen, Cfp® personal email
The biggest money secret that not enough successful women know?Creating financial security for life is actually insanely EASY.- Dream of retiring by 50?- Want to cover your kids' big moments?- Looking forward to luxe vacations without needing an excuse?- Need an iron-clad safety net for whatever life throws your way?But it’s not just about the future. It’s about enjoying your life right now.Financial freedom isn't just for later. It’s about living your best life now, knowing you are crafting your future while relishing today.This is where I step in.With all the financial advice out there, you need what works, not just noise. You need strategies that move the needle. You need results, not tasks.My mission? To make managing your finances the SIMPLEST part of your day. I’m here to help you make smart choices that align with your dreams for your family and your future.You've worked tirelessly for your success. So let’s save smartly and maximize and grow what you have. True financial freedom is more than account balances. I’ve partnered with many women and couples like you, creating personalized plans that balance today's lifestyle with tomorrow's dreams. This isn't about strict budgets. It’s about shaping your finances to fit your life today, while maximizing every aspect of your income and assets.I’m more than a financial planner. I’m your partner, guide, and ally in achieving your financial dreams in the most straightforward and effective way possible.Every plan is tailored to the individual because your financial success should be as unique as you are.Ready to make these dreams a part of your everyday life?Let’s unlock the full potential of your finances together. Because your money should support the life you want, now and in the future.Send me a DM or email at renee@nexawm.comThis conversation could change everything. ✨Your journey goes beyond just managing numbers. It involves:✨ Strategic Cash Flow & Debt Management,✨ Tax Optimization for executive roles,✨ Effective Navigation of Stock Options & Significant Financial Events,✨ Personalized Retirement Planning,✨ Comprehensive Insurance Solution
Nexa Wealth Planning
View- Website:
- nexawealthplanning.com
- Employees:
- 1
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Founder And Financial PlannerNexa Wealth PlanningLos Angeles, Ca, Us
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Founder & Financial PlannerNexa Wealth Planning Jun 2024 - PresentManaging your finances doesn’t have to feel heavy or confusing. At Nexa Wealth, we help you step into control with personalized plans that align with your vision and elevate your wealth.The women I work with tell me they finally feel like they can breathe. No more second-guessing. No more wondering if they’re doing enough. They feel clear, confident, and energized about their future.This is where overwhelm ends, and your next chapter begins. Together, we’ll turn your goals into action, your money into a legacy, and your dreams into reality.Email: renee@nexawm.com for free consultation
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Certified Financial Planner™ For Women Executives And Business OwnersNorthwestern Mutual 2015 - Jun 2024Milwaukee, Wi, UsWomen are more than capable of taking control of their finances, and I'm here to help them do so. I'm passionate about empowering women to take ownership of their finances and achieve financial freedom. As a Certified Financial Planner, I help women executives maximize their cash flow, make smart investments, and develop tax-savvy strategies to ensure their money grows and lasts for years to come. With my help, women can confidently make financial decisions, assertively create a plan, and reduce their financial worries. • Understand your financial options • Create a forward-thinking financial strategy • Make money decisions with confidenceIf you are tired of second-guessing what your money is doing for you, and instead you want a simple roadmap to achieve the results you desire, I invite you into having a conversation. DM or email for a complimentary 30-minute Money Strategy meeting📧 renee.cohen@nm.com -
Financial Literacy Workshop Facilitator & SpeakerNorthwestern Mutual 2015 - Jun 2024Milwaukee, Wi, UsCreated financial literacy corporate workshops to inspire employees into financial action & eliminate money anxiety.
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AdvisorBixel Exchange Sep 2019 - Aug 2021Bixel Exchange is the innovation and tech arm at the second largest Chamber of Commerce in the US, Los Angeles Area Chamber of Commerce. Our cornerstone programs include Startup Launch Tech SBDC and Tech Talent Pipeline that combine forces to create an inclusive greater LA technology community.
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Director, Corporate PartnershipsFox Sports Net Jan 2011 - Jan 2012 -
Manager, University DevelopmentBig Ten Network Aug 2007 - Dec 2011Chicago, Il, Us
Renee Cohen, Cfp® Skills
Renee Cohen, Cfp® Education Details
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University Of FloridaBusiness Administration -
The American College Of Financial ServicesFinancial Planning And Services
Frequently Asked Questions about Renee Cohen, Cfp®
What company does Renee Cohen, Cfp® work for?
Renee Cohen, Cfp® works for Nexa Wealth Planning
What is Renee Cohen, Cfp®'s role at the current company?
Renee Cohen, Cfp®'s current role is Founder and Financial Planner.
What is Renee Cohen, Cfp®'s email address?
Renee Cohen, Cfp®'s email address is rc****@****ual.com
What schools did Renee Cohen, Cfp® attend?
Renee Cohen, Cfp® attended University Of Florida, The American College Of Financial Services.
What skills is Renee Cohen, Cfp® known for?
Renee Cohen, Cfp® has skills like Sponsorship, Marketing, Sports Marketing, Event Management, Sports, Strategic Partnerships, Integrated Marketing, Social Media, Event Planning, Business Development, Client Services, Leadership.
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