CFP® · Los Angeles & serving clients nationwide
Financial planning for women and couples navigating investments, taxes, equity compensation, and life's bigger transitions.
As your financial life evolves, decisions about investments, taxes, income, and retirement become more interconnected. Understanding how those decisions affect one another can make a real difference in what you do next. I look at the full picture, weigh the trade-offs, and help you make informed decisions that consider both your needs today and your plans for the future.
We call it comprehensive financial planning, but what that means is looking at your entire financial life, not just your investments. We look at taxes, retirement, income, and major decisions, and stay involved as things change.
Explore Comprehensive Planning ➝A focused engagement for a specific financial question or decision. We'll look at the numbers, evaluate your options, and work through the trade-offs so you have a clear direction for moving forward.
Explore Project-Based Planning ➝Managing investments involves more than selecting funds and tracking performance. I build and manage portfolios with attention to taxes, risk, cash needs, and how the money fits into your broader financial plans.
Explore Investment Management ➝I believe the relationship should be, too.
I'm Renee Cohen, CFP®, founder of Nexa Wealth Planning. For more than 12 years, I've worked with women and couples through financial decisions that affect far more than their investment accounts.
I started Nexa because I wanted to build a practice where I could really get to know my clients, understand what's important to them, and be someone they can turn to as their lives and financial needs change.
That means being involved beyond our scheduled meetings, recognizing what deserves attention, and bringing experience and perspective to the decisions they're making along the way.
Know what you can safely spend, when you can step back from work, and how your savings will support the life you actually want.
Retirement PlanningInvest in a way that reflects your values, goals, and timelines — not the latest market swing.
Learn MoreFeel clear and in control of what's coming in, what's going out, and how much is left for the things that matter most.
Learn MoreA plan for which debts to address first, how quickly to pay them down, and how that fits your bigger picture.
Learn MoreTax planning woven into your everyday decisions, not treated as a once-a-year scramble.
Learn MoreThe right safety nets in place, so an unexpected event doesn't undo years of hard work.
Learn MoreClarity on how your money, values, and wishes will be carried out for the people and causes you care about.
Learn MoreNavigate promotions, equity compensation, and business transitions with a clear plan for both your income and your freedom.
Learn More
6-QUESTION FINANCIAL ASSESSMENT
I hear some version of this question all the time. I created this six-question assessment to help you step back from the day-to-day financial decisions and see where you may want to take a closer look.
Whether you’re based in Los Angeles, Santa Monica, West Hollywood, the South Bay, Pasadena, or working with me virtually, we can start with a conversation about what’s going on financially, what you’re trying to figure out, and if I can help.
