Renee Cohen, CFP®
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All 50 States
I love working with women because there’s a shift that happens when we start seeing ourselves as the CEOs of our own lives—not just our careers. Women plan differently. We don’t just want to grow money; we want it to mean something. We want freedom, flexibility, and the peace of knowing our financial decisions support the life we’re actually living. Many of the women I work with are already successful by every measure but they still wonder if they’re “doing it right.” What I love most is helping them see they already have everything they need. My role is to create the clarity, systems, and strategy so their money works for them, aligning every dollar with their values, goals, and bigger vision for life.
I’m a Certified Financial Planner who loves a good strategy and a clear path forward. I know what it feels like to be doing all the right things, yet still wondering if your money is truly working for you.
After more than a decade in sports marketing, I saw countless women who were thriving in their careers but still felt behind when it came to wealth-building— including me. That gap between achievement and confidence is exactly why I created Nexa Wealth.
At Nexa Wealth, I help women build wealth and freedom—without giving up the life they’ve worked so hard to create.
I’m a CERTIFIED FINANCIAL PLANNER™, which is the technical way of saying: I’ve put in the training to make complex money decisions simple. Whether it’s equity comp, taxes, or investments, I help you cut through the noise, see the bigger picture, and move forward with clarity and confidence.
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Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial professional for referring and introducing advisory clients to them. Compensation provides Purse Strings with an incentive to recommend this financial professional resulting in a material conflict of interest. Click here for additional information.