Meet Renee Cohen
Personal Financial Planning That Puts You First
I know what it feels like to be doing all the right things, yet still wondering if your money is really working for you. After more than a decade in sports marketing, I saw countless women who were successful on paper but still felt behind when it came to wealth—including me. That gap between achievement and confidence is exactly why I created Nexa Wealth.
Designed for Your Real Life
Because wealth isn’t just about what you earn—it’s about what it makes possible.
Real success isn’t measured only in dollars. It’s measured in freedom. In the ability to say yes to the things that matter most: family, flexibility, impact, legacy.
But too often, women are left with scattered advice—an advisor here, a Google search there, or a spreadsheet that doesn’t tell the whole story. What’s missing is a strategy that connects the dots and reflects your actual life. That’s the gap I fill.
Built By A Financial Planner Who Gets It
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.
Outside of work, I’m happiest with my family, staying active, and finding new ways to create joy and connection. Just like my clients, I believe the real measure of wealth isn’t a number—it’s how fully we live.
Some Questions We Help You Answer
When life and money get more complex, your financial questions evolve too. At Nexa Wealth, we help you cut through the noise and find answers that support both your current lifestyle and long-term goals.
- Am I putting my money in the right places—or missing something important?
- What should I actually do with my stock options or RSUs?
- Can I afford this house… without feeling financially stretched?
- Should I scale my business—or keep it simple and profitable?
- Am I using my benefits and equity in the smartest way possible?
- Should I pay off debt faster—or invest more?
- Does a Backdoor Roth IRA even make sense for me?
- How do I build lasting wealth for my family without sacrificing what I want now?
- What’s the best way to support my kids—or my parents—without overextending myself?
- Am I missing tax opportunities that could be saving me money?