We had the good fortune of connecting with Renee Cohen and we’ve shared our conversation below.
Hi Renee, can you talk us a bit about why you love what you do?
I help people authentically design their lives by transforming their financial journey and giving them the gift of financial peace of mind. Most people don’t have the time & expertise to create, manage and update their financial strategies to properly navigate competing everyday priorities and balance taxes, housing, schooling, and family costs – not to mention saving for a comfortable retirement. While it may seem overwhelming, I see it as an empowering journey that we are genuinely excited to take with you. I believe everyone has the undeniable right to an abundant life.
Alright, so for those in our community who might not be familiar with your business, can you tell us more?
My mission is to help end inequality through financial well-being. I advise people on comprehensive financial strategies – savings, investment & risk management, and retirement planning – so they can make empowered decisions & have peace of mind that they have a roadmap to achieve their goals. I am a true believer in the collaborative method, equipping people with the right tools to dream courageously and align their intentions with what brings them meaning, fulfillment and success. I am my client’s sounding board, champion, mentor, and educator through each step of their journey.
Any great local spots you’d like to shoutout?
I would take a friend on a road trip up the coast on Pacific Coast Highway. Starting at Santa Monica, making stops in Santa barbara and Paso Robles for wine tasting
Shoutout is all about shouting out others who you feel deserve additional recognition and exposure. Who would you like to shoutout?
I’ve been fortunate enough to have the support and guidance from mentors throughout my life and career. My family is my ultimate support system for instilling self-confidence and continued support. I have continued to get guidance from industry mentors and coaches to help me break through my limiting beliefs and up-level personally and professionally