Renee Cohen, CFP®
Renee Cohen, CFP® is an influencer

Los Angeles, California, United States Contact Info
12K followers 500+ connections

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    Financial Planning, Insurance, Retirement Planning, Wealth Management, Public Speaking, Financial Advisory, and Financial Consulting

About

The biggest money secret that not enough successful women know?

Creating financial…

Experience & Education

  • Nexa Wealth Planning

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Licenses & Certifications

Publications

  • 4 Ways to Save During the Holidays

    Style Salute

    The holidays are just around the corner, which means more carefree weekend trips, adventurous vacations, and spending meaningful family time outside your daily routine.

    What is it about the holidays that cause us to be more carefree with our money? No one can really say, but fun and booze is no excuse to disregard your overall financial wellness. Here are four small, actionable spending tips she recommends to make the most of your holiday, without a crippling bill at the end.

    See publication

  • Have the Wedding of your Dreams Without Breaking the Bank

    Popsugar

    Wedding planning can be an exciting — yet overwhelming — time, especially when it comes to your wedding budget. It's no surprise that wedding costs add up quickly. Due to unrealistic portrayals of weddings everywhere you look, there can be a ton of pressure to have the "perfect" wedding. A wedding doesn't have to be lavish to create the everlasting memories and laughter that are ultimately the most important thing for your special day.

    See publication

Courses

  • Financial Planning: Process and Environment

    HS 300

  • Fundamentals of Estate Planning

    HS 330

  • Fundamentals of Income Taxation

    HS 321

  • Fundamentals of Insurance Planning

    HS 311

  • Investments

    HS 328

  • Personal Financial Planning: Comprehensive Case Analysis

    HS 333

  • Planning for Retirement Needs

    HS 326

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