About Nexa Wealth

Financial planning for women and couples in Los Angeles, across California, and nationwide — built around the full complexity of a life that's already in motion.

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Meet Renee

A Financial Planner for Women and Couples in Los Angeles

I'm Renee Cohen and a CERTIFIED FINANCIAL PLANNER®.  I started Nexa Wealth because most financial planning wasn't built for the way my clients live.


I work with women and couples in Los Angeles and across California who have done the hard part. Income is strong, assets are growing, and they've been making thoughtful decisions for years. What's missing isn't effort. It's a structure that ties it all together.



I started Nexa Wealth because I saw how often financial advice gets delivered transactionally. A portfolio to manage, a product to sell, a review once a year that never quite touches the decisions actually keeping you up at night.


Your life isn't transactional, and your financial plan shouldn't be either. Your investment accounts, retirement timeline, taxes, equity compensation, and the big decisions coming up next are all connected, and planning works best when it's built around the life you're living now, not a generic version of it.


That also means the plan isn't a document we build once and file away. What matters to you at 45 won't be the same at 55. Your career shifts, your family changes, your priorities move, and the plan should move with them. My work is to stay close enough to your full picture that as things change, you always know what to focus on next.

Who I work with

Many of the women I work with are high earners with complex financial lives, managing equity compensation, RSUs, stock options, or ESPP alongside retirement accounts, investments, and big decisions about a home or a career move. They're also living all kinds of lives. You might be building wealth as an intentionally single woman, planning as a solo mom by choice, or coordinating two careers and a household as a working mother. What you have in common is a full, complex financial picture and a wish to see it handled with real attention. 


These choices affect each other, and coordinating them is where the real value is. It's the part a portfolio-only approach tends to miss.

Some Questions I Help You Answer

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Big‑Picture, Ongoing Life & Wealth Questions

Am I saving and investing enough to live the way I want later, without sacrificing more than I need to now?

How do the pieces — retirement accounts, equity comp, taxes, estate plans — actually fit together?

What needs to shift as my career, family, and priorities evolve?

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Short‑Term, High‑Stakes Decision Question

Can I afford to make this move — buy the house, change jobs, start the business — right now?

What's the real tradeoff between paying down debt faster and investing more?

How do I make this decision with confidence, knowing I've thought it through completely?

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“How Does It All Work Together?” Questions

Where should I focus first: retirement, investments, taxes, or cash flow?

What's in my current plan that I'm not seeing clearly yet?

How do I get retirement planning, investment strategy, cash flow, debt, taxes, risk, estate, and career decisions all moving in the same direction?

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Are you on track? Or are you assuming?

A guide for women who want to feel more certain about how everything is working together financially.

Inside are seven questions across cash flow, investments, taxes, retirement, and protection — the kinds of questions people often don’t think to revisit until years have passed.  Enter your name and email to receive your copy.  You’ll also receive Peace of Wealth, a short note from me a few times each month.

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Where I Work With Clients

I'm based in the South Bay of Los Angeles and work virtually with women and couples across Southern California, throughout California, and nationwide. Many of my clients are in Redondo Beach, Manhattan Beach, Hermosa Beach, Westside LA, Pasadena, and Irvine — though the work is the same regardless of where you are. What matters is having a planner who understands both the financial complexity and the life behind it.

Ready to Talk About What’s Next?

One conversation is usually enough to know whether this is the right fit and what working together would actually look like.