AeroLeads people directory · profile
Renee Cohen, Cfp® Email & Phone Number
Founder and Financial Planner
at
Nexa Wealth Planning
1 work email found
@northwesternmutual.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Founder and Financial Planner
Location
Los Angeles, California, United States
Company size
Who is Renee Cohen, Cfp®? Overview
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Quick answer
Renee Cohen, Cfp® is listed as Founder and Financial Planner at Nexa Wealth Planning, a company with 1 employees, based in Los Angeles, California, United States. AeroLeads shows a work email signal at northwesternmutual.com and a matched LinkedIn profile for Renee Cohen, Cfp®.
Renee Cohen, Cfp® previously worked as Founder & Financial Planner at Nexa Wealth Planning and Certified Financial Planner™ for women executives and business owners at Northwestern Mutual. Renee Cohen, Cfp® holds Business Administration from University Of Florida.
Company email context
Email format at Nexa Wealth Planning
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*@northwesternmutual.com
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AeroLeads found 1 current-domain work email signal for Renee Cohen, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Renee Cohen, Cfp®
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
Listed skills include Sponsorship, Marketing, Sports Marketing, Event Management, and 24 others.
Current workplace
Renee Cohen, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Nexa Wealth Planning
7 roles · 11 years
Renee Cohen, Cfp® work experience
A career timeline built from the work history available for this profile.
Founder & Financial Planner
CurrentManaging 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.
Jun 2024 - Present
Certified Financial Planner™ For Women Executives And Business Owners
- Women 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.
- 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.
2015 - Jun 2024
Financial Literacy Workshop Facilitator & Speaker
Created financial literacy corporate workshops to inspire employees into financial action & eliminate money anxiety.
2015 - Jun 2024
Advisor
Bixel Exchange
Bixel 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.
Sep 2019 - Aug 2021
Director, Corporate Partnerships
Jan 2011 - Jan 2012
Manager, University Development
Aug 2007 - Dec 2011
2 education records
Renee Cohen, Cfp® education
Business Administration
University Of Florida
Certified Financial Planner (Cfp), Financial Planning And Services
The American College Of Financial Services
FAQ
Frequently asked questions about Renee Cohen, Cfp®
Quick answers generated from the profile data available on this page.
What company does Renee Cohen, Cfp® work for?
Renee Cohen, Cfp® works for Nexa Wealth Planning.
What is Renee Cohen, Cfp®'s role at Nexa Wealth Planning?
Renee Cohen, Cfp® is listed as Founder and Financial Planner at Nexa Wealth Planning.
What is Renee Cohen, Cfp®'s email address?
AeroLeads has found 1 work email signal at @northwesternmutual.com for Renee Cohen, Cfp® at Nexa Wealth Planning.
Where is Renee Cohen, Cfp® based?
Renee Cohen, Cfp® is based in Los Angeles, California, United States while working with Nexa Wealth Planning.
What companies has Renee Cohen, Cfp® worked for?
Renee Cohen, Cfp® has worked for Nexa Wealth Planning, Northwestern Mutual, Bixel Exchange, Fox Sports Net, and Big Ten Network.
How can I contact Renee Cohen, Cfp®?
You can use AeroLeads to view verified contact signals for Renee Cohen, Cfp® at Nexa Wealth Planning, including work email, phone, and LinkedIn data when available.
What schools did Renee Cohen, Cfp® attend?
Renee Cohen, Cfp® holds Business Administration from University Of Florida.
What skills is Renee Cohen, Cfp® known for?
Renee Cohen, Cfp® is listed with skills including Sponsorship, Marketing, Sports Marketing, Event Management, Sports, Strategic Partnerships, Integrated Marketing, and Social Media.
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